My clients, my country and my community.

These three words define some of the things that are most important to me, and what drives my business here in the Illinois Valley.

Clients. We take a lot of pride in understanding our clients' financial situation and goals. We deepen relationships with every household that we serve by helping them understand the "why" behind their wealth. By prioritizing what's important to them, we help them prepare for and enjoy retirement, account for education costs, protect their assets and leave a legacy to their loved ones.

Country. Serving as an officer in the Army National Guard, I'm committed to serving my clients like I serve my Soldiers and nation; with professionalism, loyalty, respect and integrity. We regularly ship care packages overseas to support those deployed. It's an honor to have many clients who are veterans themselves.

Community. We've made a nice home for ourselves in downtown La Salle and look to impact our community for years to come. From the local business associations to the American Legion, we're very involved in our local organizations. We truly want to see the Illinois Valley succeed and support it anyway that we can.

We express all of this because Erika and I want you to know who we are. From a potential client's perspective, money is personal and takes a high level of trust and confidence. We fully recognize and embrace this fact and are ready to deliver the level of service you deserve.

We are proactively seeking individuals nearing or in retirement. We've formed niches in serving blue-collar industrial workers, government employees and small business owners, but can serve people from all walks of life who are nearing or in retirement.

I always tell people who are on the fence, "the worst that can happen is you leave my office more educated than you were before. No cost, no obligation."

My clients, my country and my community.

My Personal Interests

  • Backpacking
  • Health & Nutrition
  • Hiking
  • Reading
  • Real Estate

Office Information

Office Address

425 1st St Suite 2 La Salle, IL 61301

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

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