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

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
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

Education

  • Bachelor of Science, Accounting and Finance, 1998 Purdue University - Krannert School of Management

Interests

  • I enjoy playing soccer, golf and working out
  • I also spend time watching hockey (Chicago Blackhawks), football, baseball and Purdue University sports teams
  • Other interests include, sports statistics and real estate investing
  • I love to spend time with my daughters; playing soccer, video games and fishing
  • Married since 2005 to Colleen, an elementary school art teacher
  • We have two school aged daughters: Kendall, who plays soccer, enjoys art and baking, and Macie, who loves art, video games and horseback riding
  • We love our family pets : two dogs, Lucy and Finley and a hamster named Nibbles.

Community participation

Serves as treasurer and president for the Providence of Elgin Homeowners Association Board. (2011-current)

Awards & recognition

  • FIVE STAR Wealth Manager, 2014-2019

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.