As an Edward Jones financial advisor, I am committed to applying my knowledge and experience to help clients work together toward their financial and life goals and dreams. I help clients develop tailored investment strategies, which address their financial concerns, asset growth and wealth preservation objectives. I aim to be a beacon of light in uncertain times - helping individuals, business owners and professionals navigate their way through the many issues affecting them.

What motivates me on a daily basis is my desire to work with and foster long-term relationships with many individuals, families and businesses. I have the ability to connect with people, analyze numbers and situations, and work tirelessly for my clients.

I hold an MBA from DePaul University and a BA in economics from Boston University. I am a Certified Financial Planner™ professional.* I hold numerous registrations including my Series 6, 7, 63 and 65, and hold an Illinois license for life and long-term care insurance. Previously, I worked in the financial services, consulting, insurance and technology industries. I led various marketing, financial analysis, and operations initiatives, and enjoyed time cultivating a small business.

Born and raised in Poughkeepsie, NY, I now make my home in Palatine, IL with my wife, Jacqueline, and my two daughters. I am also a member of Barrington Lions, DePaul Alumni Association, Boston University Alumni Association and Shedd Aquarium.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My parents retired because they believed they "deserved" it, even though they hadn't saved for it. They still had a mortgage and would borrow money against it to take a vacation or to pay large bills. Then my mom died. They had life insurance only on my dad since he was "supposed" to die first. After Mom passed, Dad's bills stayed the same even though the household income was cut in half. He didn't have the option to pay half of the mortgage or half the electric bill. Dad tried to trim expenses but continued to struggle.

It made me realize things don't always happen the way we think they will. We need to prepare for any and every possible scenario.

As a result, I became a financial advisor so that I can help folks retire with dignity and continue to lead a happy and abundant life. In my practice, I work with people who are willing to explore all the "what-ifs" and take practical steps to address various retirement scenarios. I will work with you to create a strategy that makes sense, is easy to understand and, most importantly, fits your situation. I do not want anyone to end up like my parents.

My business administrator, Char, and I will help you organize your financial goals and help keep you on track. We look forward to having you visit our office.

We strive to help families build their plan so they will not end up like my parents. We create an environment where you will feel more like our friend than our client. Once you do become our client, we consider you to be part of our "family".

As a member of the Palatine/Rolling Meadows community, we work to help others. This past holiday season, we conducted a food drive and gave out homemade masks. I serve on the Rolling Meadows Chamber board and the Economic Development Committee.

When I am not working, I enjoy a healthy lifestyle that includes walking, pickleball and vegetable gardening. I have been married for over 30 years and am the very proud mother of two adult children.