Advisor profile


My approach

I am committed to assisting clients make decisions that align with their unique goals.

This is accomplished by providing a professional atmosphere, a high level of service, and knowledgeable advice that constantly considers changes in both the marketplace as well as our clients' goals.

In fact, when it comes to working toward your financial goals, our client's can track their progress safely and securely through the Ameriprise website or app.

It's hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on a ongoing basis. As a result, I meet with clients on a regular basis, return calls and emails quickly, and stay on top of the latest market trends and planning strategies.

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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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.)

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.

Community participation

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

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