PARTNER, CFP®, CPA
Bachelor’s Degree in Accountancy, University of Illinois – Champaign
Volunteer, Good Samaritan Hospital
Volunteer, DuPage PADS Homeless Shelter
Volunteer, Board Member, Pat Mac’s Pack (Pediatric brain cancer research)
Volunteer, Alzheimer’s Association
Volunteer, American Red Cross
MY FINANCIAL SERVICES CAREER BEGAN IN 1985
Throughout my career in financial services, a primary focus has been assisting our clients in the successful management of their financial lives so they can enjoy and flourish in their real lives. I’ve always dedicated myself to learning. My interests have led me to becoming a CFP® and attaining the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA). My administrative roles with the firm include serving on the firm’s investment committee, helping with compliance and mentoring the firm's talented pool of younger advisors.
MY PRIVATE VISTA
I value and continue to seek an ideal work/life balance which, to me, means loving every minute of my work while leaving plenty of time for golf, volunteering, TV and movies, exercise and spending lots of time with my wife, our friends and our families. I see myself becoming more adept at using today’s modern technologies, traveling more and increasing my volunteer and community service activities.