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.

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

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Education

  • Bachelor of Science: Finance, Minor in Financial Planning. Illinois State University, Normal, IL

Awards & recognition

  • Barrington Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Interests

While pursuing his degree, Oliver played 4 years of collegiate ice hockey, being named team captain as well as acting as assistant coach in his final year. He is an avid Chicago Blackhawks and Chicago Cubs fan, and in his free time, he enjoys going to games and playing golf with his friends and family. Oliver plans on coaching a youth hockey team in the future, due to his strong passion for sports and educating the next generation.