I work as a financial advisor because I'm passionate about helping people who are serious about investing in their financial futures, no matter at what life stage you're getting started, or how much you have to invest. My clients range from young couples just beginning their life journey, to middle-aged professionals preparing for retirement, to retirees looking to live comfortably through their retirement years or wanting help in legacy planning for the loved ones they leave behind - and people in all walks of life in between.

I want to partner together to design strategies with your specific goals in mind and meet regularly to make sure we're on track to meet those goals and make any necessary adjustments along the way. We do this because life has a way of changing, and we'll need financial strategies flexible enough to accommodate those changes. Addressing your needs is my number one priority.

With an office in the Hyde Park neighborhood, I'm also passionate about improving financial literacy within my community. I'm a member of the Hyde Park Chamber of Commerce, the Near South Planning Board and service chairperson for the Chicago South Loop Rotary. I firmly believe as a first-generation college graduate, it's my duty and responsibility to pay it forward. I've served as a mentor to low-income scholars at Olive-Harvey Community College, sponsored free financial literacy programs throughout the city and recently launched financial literacy programs in a number of elementary schools on the south side.

I grew up in Ft. Wayne, Indiana and attended Florida State University where I graduated with a bachelor's degree in business - and played football along the way. I then went on to attain an MBA from the Kelly School of Business at Indiana University. But my single, greatest life accomplishment has been raising three incredible young adults, twin daughters Natalie and Lauren, and son Nicholas. All currently enrolled in post-graduate programs around the country.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances
  • New Investors
  • Portfolio Reviews

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More