Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
43
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

Qualifications

  • Series 65 - Uniform Investment Advisor Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 15 - Foreign Currency Options Examination
  • Series 5 - Interest Rate Options Examination
  • Series 1 - Registered Representative Examination
  • Series 4 - Registered Options Principal Examination
  • Series 12 - NYSE Branch Manager Examination
  • Series 40 - Registered Principal Examination

Education

  • Washington University of St. Louis - MBA
  • Indiana State University - BS in Finance

Previous experience

  • Senior Resident VP - Merrill Lynch, 1981-2000
  • Managing Director - Merrill Lynch, 2000-2005
  • Senior VP/Branch Manager - Wells Fargo Advisors, 2005-2015
  • Senior VP/Complex Manager - Wells Fargo Advisors, 2015-2017
  • Senior VP/Regional Manager - Wells Fargo Advisors, 2017-2020

Community participation

Elected Official: Former Village Trustee-Village of Lincolnshire IL.

Interests

Family; Golf; Martin Guitars; Skiing; NCAA Basketball Final Four Tournament; Reading; NASD/FINRA/NYSE Arbitrator; Writing; American History.