Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • 10 years of experience in financial services
  • Team Leader of Weiss & Weiss Group
  • Tax Efficient Asset Management & Asset Protection
  • Estate & Intergenerational Wealth Transfer Planning
  • Trust Services & Life Insurance Solutions
  • Long-term Care & Disability Insurance
  • Defined Contribution and Defined Benefit Retirement Planning (e.g. 401K & pension)
  • Tax-deferred College Savings Plans (e.g. 529 plans)
  • Lending, including Mortgage Banking and Margin Loans

Education

  • BBA, Finance, University of Iowa, Iowa City, IA
  • Certified Financial Planner™Certification, Northwestern University, Evanston, IL
  • APMA℠, College for Financial Planning

Interests

  • Spending time with my wife, Heather
  • Coach kids in gymnastics
  • Playing with my nephews, Louden & Evie
  • spend summer weekends in Lake Geneva, WI

Community participation

  • Contributor to Jewish United Fund
  • Involved in the Daniel & Kimberly Ann Hirsch Camp Scholarship Fund
  • Anti-Defamation League
  • Volunteer at the American Craft Exposition, which raises funds for breast and ovarian cancer research

Awards & recognition

  • Ameriprise Circle of Success, 2011

Previous experience

  • Financial Advisor, Financial Advisor Specialist, Morgan Stanley Smith Barney, June 2002 - March 2009
  • Account Manager, Lexington Capital, September 1999 - January 2002