I became a financial advisor 27 years ago because I have a passion for helping others succeed. Working with different types of clients allows me to constantly learn new things about people and gives me new challenges along the way. Each family has a different story or history. I get to see all the different paths to financial success – each is unique, yet there are similarities.

I absolutely love the challenge of looking at each family's big picture and partnering with them to accomplish what is most important to them. The process of helping someone achieve a goal is like assembling a different puzzle each time.

Our office has a passion for using and improving our process to help our clients succeed. We all know our roles and are constantly learning, so we can deliver a better experience for our clients.

Our office works with individuals, families and small businesses that are serious about using a comprehensive, multi-faceted approach towards achieving their goals.

Our clients can always expect us to put their interests first. We respect and appreciate our clients so much, and we try to serve only a limited number of families. We encourage you to visit us to see how we might be able to serve your family.

I have a bachelor's degree from Illinois Wesleyan University.

My wife, Julie, and I, along with our daughters, Talli, Tia and Josie, enjoy the outdoors and traveling. In my free time, I can usually be found fishing, hunting or mushroom hunting.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings

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 - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

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