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.

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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Insurance

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, Illinois State University, 1996

Awards & recognition

  • Five Star Wealth Manager, 2011 - 2024

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 - Monthly gathering of local professionals in the area since 2008

St. Patrick's Catholic Church and School - helping out wherever I can. Our son attends grade school there.

Coach - Wasco Baseball - since 2019

Proud supporter of CAMBRA - Chicago Area Mountain Biking Association - a group that builds and maintains the local trail systems

Interests

The first thing that I look forward to is spending time with my family - wife Amy(forever young), children Mia(19) and Dylan(10).

You can find us enjoying an Alabama football game on parents' weekend with Mia or any of our sons' sports - swim, baseball, football, and basketball in the St. Charles community.

I'm a dedicated to 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, racing Mountain Bikes, Cyclocross, Gravel and Snowboarding.