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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Education

  • Bachelor of Science, Organizational Management, Illinois State University, Normal, IL

Previous experience

  • Edward Jones, 2002 - 2022

Community participation

Village of Burr Ridge: Our mission is keeping Burr Ridge a very special place! I was elected to the Board in 2021.

Interests

Community Participation,

Charity Participation