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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Saving for Education


  • MBA
  • BS Finance
  • Securities Licenses: 7, 63, 65, 8, 24


  • BS Finance Northern Illinois University
  • MBA Northern Illinois University

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Previous experience

  • Credit Analyst - Corporate, Northern Illinois Financial Corp., 1992-1994

Community participation

St. Charles Chamber of Commerce


I live in the St. Charles area with my wife and two daughters ages 14 & 11.