Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Investments
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Wheaton College, 1984, B.S. Education
  • Benedictine University, 1993, MBA

Interests

  • Activities with the family - such as water skiing, wakeboarding, and snow skiing!
  • Running, Cycling, and Golfing
  • Educating myself further in my profession
  • Church Activities (summer construction, food pantries, etc)

Community participation

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron’s Top 1,200 Financial Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2018, 2020
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Ameriprise Chairman's Advisory Council, 2012-2016, 2018-2019
  • Five Star Wealth Manager, 2012-2013, 2015-2019
  • Ameriprise Community Impact Award, 2016

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!