Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Employee Stock Options
  • Small Business
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies

Community participation

Rotary Club of Gurnee

Gurnee Chamber of Commerce

Lake County Estate Planning Counsel

Financial Planning Association of Illinois: North Shore Chapter

Lake County Chamber of Commerce

Member of Downtown Racine Corporation

BCAN; Bladder Cancer Advocacy Network

CVCR; Corporate Volunteer Council Racine County

Make a Difference Wisconsin

Big Sisters of Racine