Whether you're retired, planning for retirement, saving for college, or trying to protect the financial future of the ones you care for the most, we work together to develop specific strategies to help you achieve your goals. We monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

I joined the firm in 2003 and have been in this same Northbrook location since early 2004. In 2011, I earned the AAMS® certification from the College for Financial Planning. I hold Series 7, 63 and 66 securities registrations, and I am registered in several states. I also hold insurance licenses for life, health, and variable annuities in multiple states. In 2014, I became a limited partner in the firm.

My wife, Shelley, is from Kalamazoo, MI, and we met on a co-ed softball team in Lincoln Park, Chicago. For the last 20 years we've lived in Park Ridge, which is where I grew up. We have been blessed with three wonderful children, Michael, Maggie and Bonnie, who are college-age or beyond.

I have been very fortunate to work alongside Senior Branch Office Administrator, Karen Johnson, since 2008. She works extensively with our clients, helping them with the administrative aspects of their financial matters. She keeps everything in our branch running smoothly.

Karen and I are not alone. Thousands of professionals in our home office, including investment analysts, economists and retirement experts, support our mission to ensure you receive the most current and comprehensive guidance. Additionally, we welcome the opportunity to work directly with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Office Information

Office Address

1200 Shermer Road Northbrook, IL 60062

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

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