“My passion is helping my clients have the knowledge, confidence and understanding to make good choices regarding their financial lives.”

Everyone has different dreams and I view it as helping put the pieces of the puzzle together with them. And for more than 30 years, I’ve worked with individuals, couples, and closely held business owners to explore the options to having a happy retirement.

I use modern financial tools combined with a straightforward, easy-to-understand educational style to make sure you’re able to make good financial choices and happier, healthier, stress-free and fulfilling lives.

My goal is to help my clients pay less in taxes and realize peace of mind regarding their financial lives. I work with investment and insurance solutions to implement my tax planning strategies as needed.

Before starting my firm, I was a leader in field sales management and held multiple corporate roles related to financial planning, as well as financial services recruitment and development for professionals.

As a CFP® instructor for my alma mater, DePaul University, I became a sought-after talent by major financial firms. Later, I became a Regional CEO for Lincoln Financial Advisors in 2000, where I doubled the size of the firm in seven years.

I’ve had the privilege to give back to the community with my service as a volunteer leader for the Financial Planning Association, the world’s largest association for Certified Financial Planners™. I was President of the National Association in 2007 and Chairman in 2008, as well as an adjunct faculty member for W.R. Harper College and DePaul University for ten years.