There are two questions nearly every person has:

1) What's my number? In other words, how much do I need to have invested in order to retire?

2) How can I know that I won't run out of money halfway through retirement?

I help people answer those two questions.

I accomplish that by investing my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can create the steps necessary to realize your long-term goals. I also partner with you to monitor your progress so we can make adjustments to keep you on track.

Whether you're planning for retirement, saving for college for your children or grandchildren, or simply trying to protect the financial futures of the ones you care for most, we can work together to develop specific strategies to help you achieve what's most important to you.

On a personal level, my wife, Dedee, and I have been married since 1988 and have two adult daughters. Our oldest lives in New York City and works in public relations. Our youngest is a licensed clinical social worker in St. Louis. We also have an English cream golden retriever named ZuZu who demands bacon, ice cream and long hikes.

In 2009, Dedee and I founded The Covering House, a non-profit organization that helps minor girls who are survivors of sex-trafficking by providing them with trauma-informed counseling and a residential home. Spending time with these brave young women is a singular joy in our lives.

In my free time, I like to play tennis and the guitar, and have developed an obsession for fly fishing.

Please call if I can be of service to you. I look forward to speaking with you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Business Retirement Plans
  • Insurance & Annuities
  • New Investors

My Personal Interests

  • Baseball
  • Art & Theater
  • Fishing
  • Tennis
  • Reading

Office Information

Mailing Address

P O Box 221 Freeburg, IL 62243

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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