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
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Domestic Partner Planning

Education

  • Saint Mary's University of Minnesota, Winona Class of 1980 Bachelor of Art in Criminal Justice

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015

Community participation

I am an active parishioner of Resurrection Catholic Church in Wayne, IL

Interests

  • Spending time with family, grandkids and friends.
  • Trail biking on the Illinois Prairie Path, especially along the Fox River.
  • Boating on the Fox Valley Water Way
  • Scuba Diving especially in Isla Mujeres Mexico, you can see pictures in my home page from my most recent trip.

My photos

2 albums
close