My family's humble upbringing began after my father traveled by ship at age 19 from a remote town in Italy in pursuit of the American dream. Growing up in the Chicagoland area, setting ambitious goals and cultivating strong relationships guided my life aspirations.

Serving as a well-established financial advisor with Edward Jones for more than 20 years, I am passionate about listening to clients' dreams for the future and establishing financial strategies to help achieve those dreams.

I embraced the art of saving at a young age, working my way through several degrees which included a bachelor's in accounting at Loyola, an MBA from DePaul and my CPA from University of Illinois.

While receiving the distinguished 2016 Spirit of Caring Award was a great career honor, I am intrinsically driven to make a difference in the lives of clients. I enjoy serving on our region's leadership team, mentoring newer financial advisors and enhancing positive impact.

A service-orientated life focus includes over 22 years working as an associate member of the DuPage County Bar Association and volunteer at Ronald McDonald House. I was chairman of the Wheaton Chamber of Commerce and received the 2016 Wheaton Chamber Ron Brinkman Lifetime Achievement Award. I appreciate many enriching opportunities to pay it forward.

My two daughters, Danielle and Giana, and four young grandchildren also bring great joy to my life. Danielle and Giana are both financial advisors with Edward Jones. I enjoy sports, exercise, Italian dinners, traveling and long walks with Judy.

I believe the key to financial success is high quality, lower risk investments aligned with saving for college, retirement and wealth accumulation. My strongest assets include being a great listener and communicator, which enhances the development of a financial strategy to best meet clients' needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Sports Enthusiast
  • Walking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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