My understanding of market risks and opportunities comes from 30 years in the financial services industry, where I worked as an options strategist, risk manager and trader. I am a former member of both the Chicago Mercantile Exchange and the Chicago Board Options Exchange.

My goal is to use that market experience and my passion for teaching to make the complicated understandable and to take the fear out of finances, empowering you to make strategic financial decisions that are in the interest of you and your family.

Whether you're an experienced investor planning for retirement, saving for a home or your child's education, or are completely new to investing, I am here to help identify what is important to you and to partner with you to develop a strategy to work toward your financial goals.

I hold FINRA Series 7, Series 63 and Series 65 securities registrations and hold an insurance license in Illinois. I earned a bachelor's degree from the University of Chicago.

Originally from St. Louis, I have long considered Chicago my home, even though I'm still a Cardinals fan. My wife, Maggi, and I have been married for more than 30 years, and have three children and a beagle named Archie.

My Branch Office Administrator, Mary, is dedicated to providing you with the highest level of service possible. Please don't hesitate to contact her with general administrative questions about your account.

Focus areas

  • Retirement Savings Strategies
  • New Investors
  • College Savings
  • Intergenerational Planning
  • Domestic Partner Finances
  • Portfolio Reviews

My Personal Interests

  • Art & Theater

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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