How I Can Help You
I specialize in assisting high-net-worth families and successful individuals, offering expert financial planning and wealth management solutions. Whether your goals include retirement planning, estate preservation, wealth transfer, managing business finances, or guiding the financial future of younger family members, I can craft a customized plan to meet your specific needs. My mission is to equip you with the insights and strategies necessary to make informed choices and realize your financial aspirations.
As a younger advisor, I bring fresh perspectives and innovative approaches to our practice. I am particularly passionate about helping the next generation, including your young adult children, understand financial principles and prepare for future wealth management. By teaming up with Christina Collins, who handles more complex financial matters, I ensure that we provide comprehensive, multi-generational financial guidance.
Whether you are beginning your financial journey or looking to optimize and preserve your wealth, I am here to support you. Together, we offer the continuity and seamless experience you need to address all aspects of your financial life effectively.
What Makes Me Knowledgeable
I hold the CERTIFIED FINANCIAL PLANNER™ certification and have been in the finance industry for over 15 years. My career includes ten years at J.P. Morgan’s Private Bank followed by two years at Merrill Lynch Wealth Management, where I served as Vice President.
My deep understanding of financial planning, along with my commitment to professional development, ensures that I can offer my clients well-rounded and informed advice.
Getting to Know Me
I attended Northern Illinois University on a football scholarship, playing tight end. I attained my bachelor’s in marketing in under three years which enabled me to pursue my MBA while still competing in football.
I now live in Oak Park with my wife Susan and our two children, Trey (3 years old) and Freddie (1 years old). Our children keep us busy, but we cherish our family time, often enjoying outdoor activities like visits to parks and the zoo. When I find some downtime, I also enjoy playing golf.
I'm passionate about my family, my work, and helping clients achieve their financial goals, and I look forward to the opportunity to work with you.