My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Spending time with family, coaching football and baseball.

Community Participation

Coach Youth Baseball- Yorkville Youth Baseball Softball Association and Northern Illinois Reds Travel Baseball. Yorkville,IL

Coach Youth Football- Yorkville Youth Tackle Football. Yorkville, IL

www.yytf.org

www.yybsa.org

www.nireds.com

26
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2008, 2010, 2012, 2014
  • Five Star Wealth Manager, 2012-2018

Education

  • B.A. Business Administration, Taylor University, Upland, IN, 1989 - 1993
  • Diploma, Plano High School, 1985 - 1989

Previous Experience

  • Financial Advisor, H&R Block Financial Advisors, 1999 - 2008, Oakbrook Terrace, IL, 9 years
  • Financial Advisor, Olde Discount Stockbrokers, 1993 - 1999, Oakbrook Terrace, IL, 6 years

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My Videos(9 videos)

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