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.

Areas of focus

  • Investments
  • Family Finances
  • Retirement Planning Strategies
23
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
  • Illinois State University

Interests

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

As a family we enjoy traveling to the beach, good music, dining, watching movies, sporting events, as well as time spent with our extended family and friends.

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

Taking a break for me includes spending time working out at Good Shepard in Barrington, riding Harleys, 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, 2013, 2014, 2015, 2016, 2017, 2018, and 2019

Previous experience

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