PRINCIPAL, MBA, CPA, CFP®
Bachelor of Business Administration, University of Notre Dame
Master of Business Administration, University of Chicago
Board Member, Ministry Formation Program
Finance Chair, YMCA Men’s Club
Member, Salt Creek Club, Hinsdale
Retired Board Member, Plymouth Place Senior Living
MY FINANCIAL SERVICES CAREER BEGAN IN 1991
In 1983, I left a “Big Eight” public accounting firm to work for one of my audit clients. Eight years later, my entrepreneurial itch was scratched as I started a partnership in the financial services industry. Two years later, I co-founded WNA Wealth Advisors, one of the precursor firms to Private Vista. I am a frequent speaker and I am often interviewed on subjects ranging from economic conditions to wealth management. My experience as an accountant, business owner and financial advisor gives me a different perspective to offer my clients.
MY PRIVATE VISTA
My future focus begins with remaining fit and healthy. I love playing competitive sports, especially basketball and tennis. I also love watching the Chicago Cubs (I am an eternal optimist). I hope to spend even more time enjoying all activities with my wife and kids, particularly, collecting sea glass with my wife on the shores of Lake Geneva. When my work hours begin to decrease, I want to spend even more of my time giving back to our community.