MY FINANCIAL SERVICES CAREER BEGAN IN 1997
After almost 20 years as a marketing executive for various large corporations I decided to launch a business that I hoped would be more fulfilling, so I opened my advisory practice in 1997. I feel extremely fortunate to have found a career that combines my enjoyment of the technical aspects of planning and investing with the rewarding role of trusted advisor to my clients. My fulfillment comes from building strong relationships with clients and helping them achieve both their financial and life goals.
MY PRIVATE VISTA
My Private Vista includes continuing my love of mountain climbing, which I’ve enjoyed over the years with my kids. I’ve climbed Mount Rainier, Mont Blanc (France), Aconcagua (Argentina) and I’m currently more than halfway through the list of fifty-three 14,000-foot peaks in Colorado. I had both knees replaced in late 2022, but I hope to keep up the climbing for a few years yet. Along with climbing, I enjoy working on my golf game, and playing a lot of paddle tennis which makes Chicago winters almost enjoyable.
Bachelor’s Degree, Dartmouth College
Master of Business Administration, the University of Chicago