Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

9
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

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