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
  • 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, 2012 - 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.