Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
  • Tax Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 65 License
  • Series 63 License
  • Life / Variable Contract Insurance License
  • Accident / Health Insurance License
  • Long Term Care Insurance License
  • Bachelor of Arts in Economics from Eastern Illinois University

Education

  • Bachelor of Arts in Economics from Eastern Illinois University in Charleston, IL 1991
  • Diploma, York High School, Elmhurst, IL 1986
  • College of DuPage Glen Ellyn, IL 1986-87

Interests

  • Golf
  • Chicago Sports fan
  • Chicago Bears season ticket holder
  • Traveling
  • Autism cure
  • Wounded Warriors Foundation
  • Community Volunteer

Community participation

  • YMCA basketball & soccer coach
  • Plainfield Riverfront Foundation
  • Conservation Plainfield
  • Shenandoah, Grande Park, Prairie Ponds & Dunmoor Golf Outing Chairman 12 years
  • Church Festival Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2020

Previous experience

  • Senior Financial Advisor, Wachovia Securities Financial Network, April 1992-March 2003, Chicago, IL, 11 years