Bachelor of Arts, Lake Forest College
MY PROFESSIONAL CAREER BEGAN IN 2000
Over the past 20 years of working in the financial services industry, I’ve enjoyed getting to know my clients and helping them to achieve their goals. I feel that a holistic financial planning process does more than outline a path to financial independence and well-being, it helps clients feel empowered to make informed financial and life decisions. In using this approach, I hope to help all the individuals and families that I work with to live a more enriched and fulfilling life, allowing them to enjoy their own private vista.
MY PRIVATE VISTA
My Private Vista revolves around my young family and friends. Most important to me is spending time with my wife, Stefanie, our daughter, Genevieve and our son, Nash. We enjoy simply being together as a family, whether it is going for a long walk, playing a game or reading a story before bed, we do everything together as a family.