Advisor profile


My approach

I care about what’s important to you

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

I 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 I 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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor's degree in Economics from the University of Illinois, Chicago 1973

Interests

Going on cruises to Bermuda and playing racquetball at Lifetime Fitness.

Community participation

Volunteer at the Kane County Food Bank, located in Geneva, Illinois.

Professional associations

  • Affiliate Member, McHenry County Association of Realtors

Previous experience

  • Financial Advisor A. G. Edwards, January 2001 - July 2007
  • Affiliate Member of Heartland Realtor Organization, September 2008--Present