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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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

Awards & recognition

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

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