7940 South Harlem Avenue
Bridgeview, IL 60455
Serving the Bridgeview, IL region and banking centers
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 1992
- Series 7, 63 and 65 registrations held through LPL Financial
- Illinois Life, Accident and Health Insurance License
- Butler University
- Former facilitator and hospitality lead for Alpha Small Groups, Community Christian Church in Naperville
As a life-long resident of the Aurora/Naperville area, I was privileged to start the homeowner’s association and serve as an officer on the board for several years. 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.