Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Employee Stock Options
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • MBA, Northwestern University Kellogg Graduate School of Management
  • Series 6 - Investment Company Products/Variable Contracts Representative Examina
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • BA University of Wisconsin - Eau Claire
  • MBA Kellogg Graduate School of Management / Northwestern University

Interests

  • Travelling
  • Most sports, enjoy being outdoors
  • History
  • Being aware of evolving long term trends

Community participation

Volunteer at USO Chicago O'Hare

Supporter of "Bookwallah" a non-profit in metro Chicago

Member of Village of Tower Lakes Plan Commission

Professional associations

  • Northwestern University Alumni Association
  • University of Wisconsin Eau Claire Alumni Association

Previous experience

  • Sales Management & Planning- Kraft Foods, 1979-1995
  • Executive Director, Strategy & Planning- Ameritech & SBC, 1996-2001
  • Northwestern Mutual Wealth Management Advisor, 2001-2014