picture of a planner

Here to act in your best interests

About me

I think of myself as part financial planner and part coach for my clients. Together, we set a financial game plan they can follow and stay on track in order to help them achieve the fulfilling retirement they deserve. Outside of work, I’ve been a coach of my kids’ sports for 23 seasons, which include soccer, basketball, baseball and football. I also love playing golf and doing yoga.



Chartered Retirement Planning Counselor™

Chartered Retirement Plans Specialist™


Bachelor of Science, Marketing - Ithaca College

Visit one of our Locations

Chicago I - Northbrook

3100 Sanders Road

Suite 125

Northbrook, IL 60062

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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