A sunset over the ocean





  • Studied Economics at University of Kansas and Roosevelt University


  • Past President, Dawn Schuman Institute for Adult Jewish Education

  • Founder, Chicagoland Organization of Marine Families and Friends

  • Member, Evanston Rotary


In 1995 I joined the Financial Planning field, after many years at both the Chicago Board of Trade and the Chicago Mercantile Exchange, working as a Senior Vice President of Risk Management for Primary Securities Dealers both Domestic and International. As a Senior Advisor with over twenty years of experience, it gives me great satisfaction working directly with families in helping them achieve their objectives as well as seeing the direct benefits of our work together..


With a marriage of over 30 years and two children, I have been fortunate to be able to see life from a family perspective. My wife is a Director of Development for The Learning Bridge Early Childcare Center in Evanston, my daughter currently resides in Los Angeles and is working for a fashion design company and has launched Cents of Fashion, a clothing design line that donates a percentage of sales to non-profit organizations. My son is currently in the Peace Corps in Swaziland, Africa after fulfilling his four-year commitment to the United States Marine Corps and attending Illinois State University. In addition to my work, I enjoy reading, crossword puzzles, cooking, travel and sports. I have had the pleasure of having volunteered in a wide range of organizations, serving as President of the Timber Ridge Magnet School PTA, President of The Dawn Schuman Institute for Jewish Education, being a Board Member of the Barbereaux School, founding The Chicagoland Organization for Marine Families and Friends and my current involvement with The Evanston Lighthouse Rotary Club, as Chair of The Young Leaders Committee and a Member of the Board.

[{"level1":[{"title":"Who We Serve","anchor":"who-we-serve","level2":[{"anchor":"start-up-and-corporate-executives","subTitle":"Start-up and Corporate Executives"},{"anchor":"business-owners","subTitle":"Business Owners"},{"anchor":"mds,-jds,-and-cpas","subTitle":"MDs, JDs, and CPAs"},{"anchor":"newly-single","subTitle":"Newly Single"}]}]}]