I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning, client portfolio management and education planning. I’ve worked in financial services since 1994.
During four life-changing years in the Marines, I lived and traveled throughout Southeast Asia and the Mediterranean, including stops in Europe, the Middle East and North Africa. Following my service, I earned a bachelor of science degree in accounting at Northern Illinois University in 1993 and an MBA in Finance at DePaul University (Chicago) in 1999.
I feel especially rewarded by partnering with clients to work toward their goals. I love the personal satisfaction of making a positive impact in the financial lives of my clients and their families!