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.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Ph.D., Economics, University of Notre Dame, Notre Dame, IN.
  • M.A., Economics, University of Notre Dame, Notre Dame, IN.
  • B.A., Economics, Summa Cum Laude, St. Norbert College, DePere, WI.

Interests

Coaching high school football and baseball

Coaching youth sports

Participating in sports

Physical fitness

Volunteering on multiple non- profit athletic boards

Community participation

Assistant Football Coach/ Head Freshman B Coach, Loyola Academy High School, 16 years

Director and League Travel President, Wilmette Baseball Association, 24 years

Previous experience

  • Vice President, Harris Bank/ Bank of Montreal, Sept 1985-Aug 1993
  • Assistant Vice President, First Chicago, Aug 1983-Sept 1985
  • Economist/ Consultant, A.T. Kearney, Jun 1980- Aug 1983