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
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • Series 7 & 66

Education

  • BS in Finance from the Southern Illinois University at Carbondale - 2000

Community participation

Stookey Township Trustee 2013-Present

Our Lady Queen of Peace, Belleville IL-School Board President 2022-2024

Volunteer Coach for Soccer and Track at Queen of Peace

www.qofp.com

Interests

My wife Liz and I have been married for 14 wonderful years. My 13-year old daughter, Clara, loves volleyball and track. Our boys Daniel (10) and James (8) both love playing soccer and chess. I enjoy family vacations, playing in the backyard with my kids, & supporting Our Lady Queen of Peace in Belleville IL, where the kids attend school. I spend my free time running in local road races and playing with our Goldendoodle Piper at home.