PRINCIPAL, CFP®, CIMA®, CHFC®
Member, EO (Entrepreneurs’ Organization)
Member IMCA (Investment Mgmt Consultant’s Organization)
Member, Ruth Lake Country Club
Member, Legacy Partners (Ann & Robert H. Lurie Children’s Hospital)
Past Editorial Board Member, Investments & Wealth Monitor (IMCA national publication)
Past President, Hinsdale Central Hockey Club
Past Plan Commissioner, Village of Hinsdale
Past Treasurer and Board Member, Little Friends Inc
MY FINANCIAL SERVICES CAREER BEGAN IN 1989
I’ve been enthusiastic about financial planning since I started. When I entered the financial planning industry, it was beginning to transform the relationship between advisors and clients from selling products to helping clients solve problems. It was perfect timing because I was determined to really understand client concerns and help them develop an overall plan that met their goals and objectives. While I still enjoy working with clients on complex problems, I am also spending more time as our firm’s managing partner focusing on firm operations and strategy. I strive to keep the firm differentiated and at the forefront of the industry so we can provide a world class client experience.
MY PRIVATE VISTA
My Private Vista has been an active one, especially when you have two adventurous young adults who like to rock climb, hike, ski and generally seek outdoor thrills — and I don’t want that to change, even though we are now empty nesters. My wife and I enjoy traveling and are wine enthusiasts who continue to educate ourselves to learn more and create new experiences. I am also enjoying the added time for my favorite sports like platform tennis and golf.