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

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

Education

  • Illinois State University, BA, 1985

Awards & recognition

  • Ameriprise Circle of Success, 2011-2018

Previous experience

  • Ameriprise Financial Services, Inc. Branch Office Manager, Financial Advisor, 2008-2012
  • H&R Block Financial Advisors, Senior Financial Advisor, 2004-2008
  • Quick & Reilly, Branch Office Manager, Senior Financial Advisor, 1985-2004

Interests

My wife and I have five children and reside in the Beverly neighborhood of Chicago. My oldest son and daughter attend the University of Illinois, so fall football games are always a road trip destination. I also enjoy basketball, golf and an occasional vacation away from Chicago winters.

My photos

1 albums
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