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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner

Education

  • B.S. Finance, Purdue University 1983 West Lafayette, IN

Interests

I enjoy my family of 4 children and my wife. We have 3 boys who have graduated from college, one of them is going on to graduate school and my youngest (daughter) is a senior in High School. My wife is involved with the school education foundation as well as dollars for scholars. I also enjoy working out on my free time by participating in small group training, 5k's,8k's tough mudders and biking. On the weekend, I enjoy visiting with friends and family. My wife and I are supporter of Illinois Institute of Technology, Purdue University, Boston University, and Stanford University.

Community participation

At Lake Central Schools, my wife and I are supporters of:

Athletics Booster Club

Robotics Club

Dollars for Scholars

In addition we support our children's activities at the following schools:

Illinios Institute of Technology

Purdue University

Boston University

Stanford University