As a CERTIFIED FINANCIAL PLANNER™ professional, my first priority is helping clients take care of themselves and their families. With my client’s goals and objectives as our guide, we develop an integrated financial plan to address every stage of life. My mission is to give my clients the confidence they need to boldly use their wealth to create the life they envision.
I am passionate about utilizing financial planning technology to help organize and build detailed financial plans that bring together all components of my client’s financial profile. I use technology to service clients in my local community and clients located across the country.
My wife, Michele, and our kids, Kevin & Kayla are proud members of the Fox Valley community and currently reside in South Elgin, Illinois. We enjoy baseball, softball and our infamous summer road trips. Together, my clients and I have watched our families grow side by side and we tend to build deep long term relationships.
My focus is on my client’s lives and their priorities. Not just their portfolio. That’s why I start by learning about you!