I am an independent Financial Advisor who is passionate about educating my clients about their pre-retirement and retirement plans and choices. As an educated client, you are empowered to make the best choices for you and your family. I am a Fiduciary; I conduct my business according to the highest standards of honesty, integrity, and fairness, ensuring that my clients’ best interests are always the foundation for my financial advice.

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My team and I build customized financial plans with risk managed investment portfolios to meet our clients’ specific goals, needs, and risk tolerance. A financial plan without a tax plan is not a complete plan. Active tax planning prior to and during retirement is key to a successful retirement. I utilize proactive tax reduction strategies which allow my clients to enjoy a more tax-efficient lifestyle and help avoid tax problems in the transition of passing on your wealth to your heirs.

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I began my career in 1986 at the Chicago Mercantile Exchange where I facilitated trades in Financial Futures and Options for institutional clients. In 1999, I left the Futures business and started a new career as an independent Investment Adviser Representative, IAR. Professional, experienced, and responsive, I value and understand your need for integrity and transparency. My approach to both life and business is about building lasting relationships. I believe that having a trusted advisor who gives you advice tailored to your short and long-term financial goals is of the utmost importance.

The biggest blessing in my life is my wife Sara and my two sons Liam and Ethan. I am a native Chicagoan and a lifelong Chicago Sports Fan. When I can, I enjoy skiing, biking, and volleyball.