We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Financial industry professional since 2005
- Series 7 and 66 registrations held through LPL Financial
- Illinois Life, Accident and Health Insurance License
- St. Joseph’s College
- Volunteer with the Ronald McDonald House of Charities of Chicagoland since 2008
Outside of work, I enjoy hiking, camping and golfing. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today to set up an appointment or for general service and support.
To set up an appointment or for general service and support, feel free to reach out to Wealth Sales Assistant, Maribeth Brown or Sam Gourley, at the same phone or email address.