In 2007, my career in financial services began right here in Saint Charles. It was a challenging time but also a time to listen and learn about what was truly important to people. As a child, I witnessed the stress of my family members being sandwiched between planning for their own futures and caring for me and my siblings. Seeing this firsthand developed a passion in me for helping clients plan for and protect their families from similar challenges. Through our process of regular proactive contact, we partner with families to prepare for both expected and unexpected life events like a job change, birth of a child or grandchild, divorce or health care dependency.

A passion for delivering comprehensive advice led me to become a CFP® professional as well as earn the ChFC® and CLU® professional designations. My desire to continue to learn is paired well with a longing to educate and teach. Walking beside you in your financial journey keeps me motivated and offers me the privilege of celebrating the many milestones achieved along the way such as purchasing a vacation home or sending children to college debt-free. I am grateful to work in true partnership with our clients and to help each of them achieve their own definition of financial success.

My most gratifying role is that of a husband and father. My wife of 11 years, Kristen, and I have three amazing children.

Experience the difference of working with a financial advisor who understands your unique story and is committed to partnering with you in a long-term relationship to help you achieve the goals and dreams that are most important to your family. Contact us to set up an initial meeting to learn more about our process.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Music
  • Hockey
  • Home Improvement
  • Chess

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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