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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Family Finances
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits

Qualifications

  • Series 7 General Securities Representative
  • Series 65 Investment Advisor Representative
  • Series 63 Securities Agent
  • Life, Accident, and Health Insurance Licenses
  • Long Term Care and Disability Insurance Licenses

Education

  • Bachelor of Science, Finance (1996)
  • Illinois State University (Normal, IL.)

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021

Previous experience

  • American Express Financial Advisors, June 1997 - March 2003
  • Citi Smith Barney, March 2003 - February 2011
  • Ameriprise, March 2011 - Current

Community participation

Network 4 Business - Member - Inverness Golf Club - Inverness, IL.

St. Patrick's Catholic Church and School - St. Charles, IL.

Interests

The first thing that I look forward to is spending time with my family - wife Amy, children Mia(15) and Dylan(6), and our dog Roxy(Australian Shepherd).

As a family we enjoy traveling to the beach, good music, sporting events, as well as time spent with our extended family and friends. When it comes to sports, we all have a competitive gene that is hard to contain!

I'm a dedicated Wall Street Journal and CNBC fan - helps fuel my admiration of the capital markets and investments.

I really enjoy being active, so you can find me working out at Good Shepard in Barrington on a regular basis, Mountain Biking, and Snowboarding.