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 Certified Financial Planner (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, increasing my volunteer & community service activities, and enjoying being a helpful Grandpa.

COMMUNITY

• Volunteer, Good Samaritan Hospital

• Volunteer, Board Member, Pat Mac’s Pack (Pediatric brain cancer research)

• Volunteer, Alzheimer’s Association

• Volunteer, Loaves & Fishes (Naperville area Food Pantry)

EDUCATION

• Bachelor’s Degree in Accountancy, University of Illinois Urbana-Champaign