picture of a planner

Here to act in your best interests

About me

For over 25 years, I’ve had the pleasure of helping my clients in their personal financial planning, which often includes designing a financial road map to help them meet their long-term savings and retirement income goals. Beyond my work, I feel a sense of rejuvenation golfing with my son, friends and colleagues in addition to enjoying travel with my wife and adult children.


Registered Financial Consultant


Bachelor of Science, Accountancy - University of Illinois

Master of Business Administration, Finance - DePaul University

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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