What I Do:

I partner with high-net-worth individuals and structure long-term investment strategies designed to help reduce taxes, prepare for the unexpected and create a legacy for their loved ones.

How I Do It:

It starts with understanding your specific financial situation and the goals you are looking to achieve. From there, we partner together, and I utilize an established process designed to help keep you on track to achieve your goals.

Who I serve:

1) High-net-worth individuals.
2) Business owners.
3) Individuals that have accumulated assets and understand the importance of planning for retirement.

Why Me:

I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Communication is key. I insist on maintaining good communication with my clients to help ensure that they are comfortable with our strategy and receiving the service that they deserve. Your financial future is worth more than a statement.

About Me:

I live in Deerfield, Illinois with my wife, Erelah, and our son, Micah. My mother-in-law and our three dogs live with us as well. We spend our free time at the local dog parks and if I'm not working, God willing, I'm fishing. I am a member of the Glenview Chamber of Commerce and a Youth Leader at The Orchard in Northfield.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 09:00AM - 07:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 07:00PM
Fri 09:00AM - 07:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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