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
  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 1992 Joined American Express Financial Advisors
  • CFP - Certified Financial Planner
  • CRPC - Chartered Retirement Planning Counselor
  • CLU - Chartererd Life Underwriter
  • CHFC - Chartered Financial Consultant

Education

  • Bachelor of Business Administration (BBA), Finance, University of Iowa 1985-1989

Interests

  • I enjoy traveling to visit family.
  • I love scuba diving with my wife.
  • I have a great time coaching my son's soccer teams.

Community participation

  • Schaumburg Township Elementary School Foundation
  • Schaumburg Business Association

Awards & recognition

  • Five Star Wealth Manager, 2012-2019
  • Ameriprise Circle of Success, 2004-2018

Professional associations

  • Financial Planning Association