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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelors of Science from the University of Illinois, Champaign-Urbana in AgEcon 1997

Interests

Spending time with my family is very important to me. Even though our children are in college we still find time to spend together.

I LOVE CARS! I have always had a love for all types of cars from classics, to corvette's, to modern super cars. My son and I will spend hours outside weather permitting simply cleaning our cars and just enjoying spending quality time together.