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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

  • B.A. Business Administration, Taylor University, Upland, IN, 1989 - 1993
  • Diploma, Plano High School, 1985 - 1989

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2010, 2012, 2014
  • Five Star Wealth Manager, 2012-2018

Previous experience

  • Financial Advisor, H&R Block Financial Advisors, 1999 - 2008, Oakbrook Terrace, IL, 9 years
  • Financial Advisor, Olde Discount Stockbrokers, 1993 - 1999, Oakbrook Terrace, IL, 6 years

Community participation

Coach Youth Baseball- Yorkville Youth Baseball Softball Association and Northern Illinois Reds Travel Baseball. Yorkville,IL

Coach Youth Football- Yorkville Youth Tackle Football. Yorkville, IL

www.yytf.org

www.yybsa.org

www.nireds.com

Interests

Spending time with family, coaching football and baseball.

My photos

3 albums
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