My career as a financial advisor started with my grandfather who piqued my interest in investing by reminding me to save half of any money he gave me. By planning ahead and taking his own advice, my grandfather was able to spend his retirement enjoying time with his grandchildren, traveling and playing golf. As a financial advisor, that’s all I want for my clients – the financial freedom to pursue what’s important to them without worrying if they can afford it.

I love the challenge of sitting down with a client, listening to what’s most important to them and then creating a financial strategy that incorporates their goals, risk tolerance and current situation. Our approach is holistic, encompassing asset organization, helping to build wealth in a way that’s in line with your values, protecting the wealth you’ve worked so hard to build and finally transferring it to your chosen heirs as efficiently as possible when the time comes. Our partnership is a lifelong investment, and I take great pride in being a financial advisor who will be there to both celebrate your successes and guide you through times of volatility.

My office in Sycamore serves clients throughout northern Illinois. Though we focus on planning for retirement, our investors include young families, small- and medium-sized business owners and other serious long-term individual investors. Our branch office administrator, Danielle, does a fantastic job of supporting our clients, offering friendly customer service and administrative support.

In my free time, I’m passionate about giving back to the community. I volunteer with the Sycamore Kiwanis Club and the DeKalb and Sycamore Chamber of Commerce.

I’m also a dedicated husband to my wife, Kirsten, and a father to our son, Greyson, and our daughter, Emma. I'm a Chicago sports fanatic who loves cheering on the Cubs, Bears or Bulls.

Call our office today at (815) 981-8040 to discuss what we can do for you and your financial future.

Focus areas

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

My Personal Interests

  • Fishing
  • Golfing
  • Sports Enthusiast
  • Health & Nutrition
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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