Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Investment Management
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelors Degree in Finance, University of Illinois at Urbana-Champaign, 2007

Awards & recognition

  • Polaris Wealth Group, Ameriprise Client Experience Award, 2021-2023

Community participation

  • Habitat for Humanity - Northern Fox Valley

Interests

  • When I'm not in the office, I'm most likely fishing or enjoying the outdoors.
  • I also enjoy woodworking as a hobby.
  • I am an animal lover with two dogs and three cats.