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
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Education

  • Ph.D., Economics, University of Notre Dame, Notre Dame, IN.
  • M.A., Economics, University of Notre Dame, Notre Dame, IN.
  • B.A., Economics, Summa Cum Laude, St. Norbert College, DePere, WI.

Previous experience

  • Vice President, Harris Bank/ Bank of Montreal, Sept 1985-Aug 1993
  • Assistant Vice President, First Chicago, Aug 1983-Sept 1985
  • Economist/ Consultant, A.T. Kearney, Jun 1980- Aug 1983

Community participation

Assistant Football Coach/ Head Freshman B Coach, Loyola Academy High School, 16 years

Director and League Travel President, Wilmette Baseball Association, 24 years

Interests

Coaching high school football and baseball

Coaching youth sports

Participating in sports

Physical fitness

Volunteering on multiple non- profit athletic boards