Bachelor’s Degree in Business Management, National-Louis University
Completed the Northwestern University CFP® Program
Assistant Coach, Benton Youth Baseball
Assistant Coach, Benton Youth Softball
Assistant Coach, Benton Youth Basketball
MY PROFESSIONAL CAREER BEGAN IN 2018
I began my financial planning career in 2018 where I began working with families who had never been through the financial planning process and only focused on investments. Then I transitioned to a family-owned financial planning practice that worked to help successful business owners and families achieve their financial goals and transition generational wealth. Building meaningful relationships is a core value of mine, being able to connect with one another provides a comprehensive understanding of one's life and values which delivers a strong foundation to build on. My financial planning process goal is to align our client’s resources with the life they value most.
MY PRIVATE VISTA
My Private Vista involves living an active lifestyle with family and friends. My wife, Cassandra and I devote most of our days supporting our three children. Together we enjoy the outdoors, lake side activities, watching 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.