Since joining the firm in 1998, I've been working with families and business owners, understanding what matters most to them and helping to build personalized investment strategies. Working with you and your other trusted professionals, I can help determine the most appropriate financial solutions to achieve your goals, such as business retirement strategies, insurance considerations, building a personal retirement strategy, saving for education or creating a regular flow of income.

Growing our impact one relationship at a time is our goal. My purpose: to impact the lives of our clients and community through service.

I grew up in Elgin and graduated from Larkin High School in 1984. Afterwards, I attended Ashford University and graduated with a bachelor's degree in business administration and earned the CFP® designation.

As my business has grown, I've partnered with several financial advisors to assist me in providing clients with exceptional and personal service. I've attended many Managing Partners' Conferences, an honor reserved for the firm's top 400 financial advisors.

I've teamed with Mary Bohner, my Branch Office Administrator, since 2008 and she's just simply the best to work with! Mary is responsible for processing, marketing and customer service.

My wife, Karen, and I met and started dating at age 15. We've been together ever since and married since '87. We have two children who are successful adults. Our daughter is a teacher and our son has joined me as a financial advisor himself.

In my spare time, I'm passionate about leadership development and love helping others find their own unique potential.

I have volunteered in the community by:
* Coaching
* Founding member of Central Education Foundation
* Raised money and awareness for the cure of Alzheimer's
* Various church committees
* Active in our school district's "Incubator" program helping to develop student's business acumen

Please call us when we can be of service to you or someone you know.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Community Outreach
  • Cooking
  • Golfing
  • Spending Time with Family
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More