Envisioning retirement is your job. Helping you get there is mine. The process I use is simple ... I start by finding out what is important to you. After getting to know you and finding out where you are in terms of planning for retirement, I'll partner with you to design an investment strategy that is specifically tailored to help you meet your goals.
I began my career on Wall Street after college in 1993. After passing my Series 7 and 63 exams, I became a registered representative (stockbroker) and built my clients one phone call/meeting at a time. I hosted monthly investment seminars at the Racquet Club and a weekly live television program called "Ask an Expert" on channel 26 in Chicago. I moved into our equity trading department where I became a institutional equity sales trader covering all Midwest institutional clients. I was eventually recruited by Edward Jones in 2015 and decided to make it official in early 2016.
I strongly believe in supporting the communities we live/work in. I currently sit on several boards (schools, business, nonprofits) and serve as a judge for We the People and Mock Trials through the Indiana Bar Association for the past 12 years. I'm also the executive director of the Illiana Search and Rescue Teams that assist first responders in and around the Chicagoland areas during emergency situations since 1999, and I'm a nationally ranked tactical games competitor.
I'm interested in helping individuals that take their finances seriously and are interested in working together to create a long-term financial strategy. I would love the opportunity to meet with you and, when needed, your CPA, attorney or other professionals, to help determine the best financial strategy for you.
I look forward to meeting with you.
