For over 36 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement strategies, insurance considerations, building a personal retirement strategy, saving for education or creating a regular flow of income.

My wife, Gloria, and I reside in Joliet and have three grown children: Matt, Casey and Nathan. We both believe in giving back to our community and serve on several community boards. Currently, I am serving on the boards of Diocese of Joliet Finance Council and Will County Center for Economic Development. I am a member of Joliet Rotary Club and St. Paul the Apostle Parish. I am a past board member of the Community Foundation of Will County, St. Joseph Medical Center, Joliet Catholic academy and University of St. Francis.

As my business has grown, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. Currently, John Gillmann and my future son-in-law, Scott Segobiano, CFP®, ChFC®, are working with me in my office. I have attended the last 28 Managing Partner's Conferences, an honor reserved for the firm’s top 400 financial advisors.

My associate financial advisor, Peggy Robinson, AAMS™, and branch office administrators, Suzy Lowden, Lauren Roscoe and Lauren Walsh, have over 36 years of combined experience. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you to help keep you on track to reach your goals.

Please call us when we can be of service to you.

Focus areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Community Outreach
  • Farming
  • Running
  • Hiking
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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