Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies

Education

  • Bachelor of Business degree, Marketing Major, Western Illinois University, Macomb, Illinois

Interests

    • Throughout high school and college I worked as a cabinetmaker with my father. Fine carpentry taught me a lot about craftsmanship, patience, hard work and planning. I continue the trade today as a hobby and will hopefully pass the enjoyment on to my children.
    • I enjoy Golfing and spending weekends at the lake with family.
    • With a growing family, my wife Erin and I look forward to watching our children grow, learn new things, and explore all that the world has to offer.
    • We love to watch the boys with the birds on the bat.