How I Can Help You
I work with Christina's clients on complex life insurance planning. As the Life Insurance Specialist, I consult on policy design, audit existing policies, and evaluate new policy alternatives that help our clients optimize their financial planning and legacy planning outcomes.
My Background
I spend time researching the history and evolution of the life insurance industry, evaluating the current standing of major players, and understanding the changing dynamics of policy design. I combine that knowledge with my experience as a Wealth Management Advisor to help ensure that our clients' insurance planning is properly designed, implemented, and monitored.
Getting to Know Me
I live with my wife Julie in River Forest, where we are raising two daughters (the 6th generation in this community!). We love to travel, cook, and entertain. You can often find me volunteering at The Bloc, a boxing and tutoring program for students on the west side of Chicago.