MY PROFESSIONAL CAREER BEGAN IN 2018
After a few years in the supply chain industry, I began my financial planning career to help individuals and families build a road map to achieve and or maintain financial independence. Growing up infatuated watching my father run his own Venture Capital Firm, being exposed to entrepreneurship and investing at an early age helped shape my perspective on the importance of strong business and investment principles. It was not until my early adult life when my family experienced many financial challenges did I understand the true value of planning and risk management. Since those early challenges, I have made it my life’s mission to prevent the individuals and families I work with from experiencing those same challenges by proactively planning. Financial Planning is more than just investments, it’s about aligning our client’s resources with the things they value most: their Private Vista.
MY PRIVATE VISTA
My Private Vista evolves around building meaningful relationships and living an active lifestyle with family and friends. My wife, Cassandra and I devote most of our days raising our three children. Together we enjoy traveling to destinations on our bucket list, the outdoors, lake side activities, The Chicago Cubs and our Friday Family Fun Nights. In my free time I enjoy golfing, working out and reading books that make you go “hmmm”. Being an avid golfer, I have a personal bucket list of playing golf in all 50 states, only 43 states to go!
EDUCATION
Bachelor’s Degree in Business Management, National-Louis University
Completed the Northwestern University CFP® Program