Growing up in a middle-class family, I thought we were like everyone else. However, when my parents retired, I realized we were not. They could have done more to plan for retirement and the unexpected because the unexpected did happen – they were not prepared. I became a financial advisor to help people like my parents avoid those mistakes.

How do I help you? You talk, I listen. I find out what is important to you and help you establish goals. Then, by using our process together, we construct measurable objectives to help you reach your target. The most important part of the process is helping keep you on track. As life happens, we will review regularly to make sure you are able to accomplish what you want.

Who do I serve? My clients have one thing in common – goals. They want to reach those goals. Whether you are an individual trying to retire early, a divorcee starting over, a recent college graduate staring out or a business owner trying to help your employees save for retirement, I work with a variety of clients.

Why me? I want every investor to be successful and to be able to live the life they dream about. Whether you are going to fish every day or travel the world, your dreams are unique to you. Therefore, your plan should be unique to you.

We want you to be a part of our "family." My business administrator, Char, and I will help you organize your financial goals and help keep you on track. We look forward to having you visit our office.

As a member of the Palatine/Rolling Meadows community, I work to help others. This past holiday season, we conducted a food drive and I gave homemade COVID masks out to individuals and local charity groups to keep people safe.

When I am not working, I enjoy a healthy lifestyle that includes walking, pickleball and vegetable gardening. I have been married for over 30 years and have two adult children.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Gardening
  • Spending Time with Family
  • Swimming
  • Walking

Office Information

Office Address

4811 Emerson Ave Ste 109 Palatine, IL 60067

Additional Hours

  • Evenings
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