After 14 years as an independent contractor in the commercial real estate industry, the gap between my personal goals and where I was in life had expanded beyond my comfort zone. I struggled with an irregular income, didn't have a retirement plan, paid too much in taxes, but worst of all, I didn't find purpose in my work.

My new mission as a financial advisor is to help others reach their financial goals and avoid the unnecessary mistakes that get in the way.

My career shift was anything but smooth. It took me three years to wind down my real estate business and eventually get the required registrations to be a financial advisor. I often reflected on my experience as an independent contractor and entrepreneur and considered the advice I would give others in the same position.

There's a saying in real estate we all know, and I'm not referring to, "Coffee's for closers!" The saying goes, "Location. Location. Location." The same goes for investing. The location of your money is as important as the asset allocation.

We all work for a reason. I want to understand your reason so we can develop a personalized investment strategy to get you where you want to be. Together, we will partner with your attorney and CPA to ensure your investments are diversified, tax efficient and support your long-term goals.

On a personal note, in 2020, I moved from Chicago to the historic district of LaGrange with my wife, Kate, and my son, AJ. I spend free time with my family, working on our 130-year-old home, golfing and sitting on our front porch with a cup of coffee. I hold the Series 7 and Series 66 securities registrations and an insurance license.

I look forward to meeting you - call or email me to schedule an appointment.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • College Savings
  • Socially Conscious Investing
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Health & Nutrition
  • Podcasts
  • Sustainability
  • Social Responsibility

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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