Advisor profile

What you can expect when you work with me

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.

Get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • St Xavier University, Chicago, IL- BA Business Administration 1982

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2010, 2011 & 2012

Previous experience

  • Robert W. Baird, Vice President, 1996-2003
  • Ameriprise Financial Services, Inc, Financial Advisor/Vice President, February 2003- Present

Community participation

Work with "Together we Cope" a non for profit in Tinley Park ,IL an organization that assists in helping families get back on their feet in these difficult economic times.

Interests

  • Golf
  • Travel
  • Volunteering
  • Working Out

My photos

4 albums
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