Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you.
Years of Experience - 29
Areas of focus
- Saving for Education
- Investments
- Retirement Planning Strategies
- Retirement Income Strategies
- Family Finances
- Employee Stock Options
Qualifications
- Series 7 - General Securities License
- Series 8 - Securities Sales Supervisor License
- Series 24 - General Securities Principal License
- Series 31 - Managed Futures License
- Series 65 - Investment Advisor License
- All licenses held through LPL Financial
- RICP - Retirement Income Certified Professional
Education
- Western Illinois University, Business Administration, Finance, 1993
Professional associations
- Legacy Wealth
- Running in Business
- Team in Training
- Triathletes in Business
- WIU Alumni Group
Previous experience
- Financial Advisor/ Franchise Owner – Ameriprise Financial, 2007-2023
- Second Vice President - Smith Barney, 2001-2007
- Financial Advisor - Olde Discount, 1994-2001
Community participation
- Team In Training - Leukemia and Lymphoma Society
- American Cancer Society
Interests
- Spending time with my wife, son, and daughter
- Running marathons, 1/2 marathons, and other longer distances
- Triathlons, IronMans, Olympic, and Sprint distances