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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • FINRA securities licenses 7, 31 and 65

Education

  • MBA, University of Michigan, 1983
  • B.S. Industrial Engineering, Northwestern University, 1981

Community participation

  • Board Member Aqua Club Swim & Tennis Club
  • Past Finance Council President St. Catherine Parish
  • Past Education Commission Member St. Catherine School

Interests

  • Spending time with family and friends
  • I am an avid mountain climber
  • Summited three highest peaks in the lower 48
  • Mt, Whitney, CA; Mt Elbert, CO & Mt. Rainier, WA