As a financial advisor, I thrive on stewardship – which to me means doing everything we can to help ensure our clients remain better off than when we first met. I'd love to look back on my career and still see many of the same family names as when I first started – knowing their families multi-generational trust had stood the test of time. This will have certainly made my career worth it.

While at Edward Jones, I have earned the AAMS™ and CRPC™ professional designations. I strive to thoughtfully serve individuals, business owners, multi-generational families and inheritors.

The successful relationships we enjoy with our clients are built on a foundation of deep understanding. Your investment portfolio should be as unique as your personal goals, passions and purpose. During our interactions, we'll regularly revisit many of the same questions, such as, "What are the unexpected things we should prepare for and why?" By posing questions like this, we help clients create a holistic financial strategy that supports their financial goals, prepares them for the unexpected and helps build a legacy for future generations. I welcome the opportunity to work with your most trusted professionals to deliver a comprehensive strategy leveraging everyone’s expertise.

Are we the right fit for you? We have a process called a discovery meeting where we go through a list of well-prescribed questions to get an understanding about what's most important to you. We might identify some gaps in your situation and invite you to be a part of our family of clients; however, we do limit our practice to a small number of families. We aim to improve our clients' lives – helping to make things simpler and easier where we can so our clients can spend more time focused on who and what they love.

Away from the office, I enjoy spending time with my beautiful wife, Stephanie, our 2-year-old boy, Clark, and our two dogs, Bella and Rigby. I love giving back, which is why I'm an active board member with The Children's Research Fund. This initiative supports pediatric medical research at the Stanley Manne Children's Research Institute in Chicago. I've had the wonderful privilege of starting my practice in California where we spent over seven years before relocating (back) to the suburbs of Chicago. I'm always working on my golf swing and aiming to achieve my private pilot certificate.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Aviation
  • Golfing
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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