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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • CPA Certified Public Accountant
  • APMA Accredited Portfolio Management Advisor

Education

  • BS, Accounting, University of Illinois, Champagne - Urbana, Illinois

Previous experience

  • Financial Advisor, Ameriprise Financial Services Inc., Schaumburg, IL, May 2019 - Present
  • Financial Advisor, Financial Advisor, Asset Management Group, Northbrook, IL, Feb 2018 - Apr 2019
  • Financial Advisor, Morgan Stanley, Deerfield, IL, Jan 2012 - Dec 2018
  • Managing Member, Cornerstone Trading LLC, Chicago, IL, Jan 1998 - Aug 2011