Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Investments
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • MBA in Finance, Seattle University, Seattle, WA - 1987
  • BS in Accounting, Bradley University, Peoria, IL - 1977

Previous experience

  • Financial Advisor, Cetera Advisors, 2013-2019
  • Financial Advisor, LPL Financial, 2005-2013
  • Financial Advisor, UBS Financial Services, Inc., 2003-2005

Interests

I'm a long-term student of military history. I enjoy long walks along Lake Michigan with my wife and pug, Jake.