Are you a professional person, business owner or entrepreneur overwhelmed at times while balancing the demands of career, home and community? Have you worked hard, saved hard and devoted much of your life to the needs of others, your business or your career responsibilities, yet planning for your financial future keeps getting bumped down the priority list?

Are you intimidated or confused by the complexity and need to balance competing financial goals such as paying off debt, saving for education and/or wanting to enjoy the opportunities life has to offer you now while preparing for retirement?

I am passionate about helping people identify their life's dreams and navigating a pathway to help reach their goals. I want to demystify planning for retirement and help you achieve the success in retirement that you deserve.

What makes us different? We start with a single question: What is most important to you?

From there, we assess:
- Where am I today?
- Where do I want to be?
- How can I get there?

We then create a tailored solution to help you to grow and protect your investments, provide a partnership that helps you manage the changes life inevitably brings and offer you more time and freedom to focus on what's most important to you right now.

My ideal clients are business owners and professionals. I owned a real estate investment company and a RE brokerage for 17 years, I also worked in corporate America for 13 years.


We are here to listen.

If you are curious about exploring your choices, please allow me to be of service:
(773) 774-3443
OR
[email protected]

Focus areas

  • New Investors
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Architecture
  • Art & Theater
  • Football
  • Golfing

Office Information

Office Hours

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

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