LEAD ADVISOR, CFP®, MBA
Bachelor’s Degree in Aerospace Engineering, University of Notre Dame
Masters of Business Administration, University of Chicago
Completed the DePaul University CFP Certification Program
Advisory Board, Keough School of Global Affairs, University of Notre Dame
Former Member, Accenture US Charitable Foundation Board
MY FINANCIAL SERVICES CAREER BEGAN IN 1986
From my 30-year career at Accenture where I was responsible for Financial Services Technology for North America, I learned to listen more than I talk so that I can understand who my clients are and what is important to them. I learned that even with the best-laid plans, we are thrown curve balls. My passion is to work with people before, during and after those times to help them acquire the financial insight and tools they need to survive, thrive and grow.
MY PRIVATE VISTA
Whatever is in my future, I see spending more of it with my wife Kathy and our two adult kids, Joe and Anna. I see myself watching a lot of Notre Dame and Chicago sports, while reading mysteries, doing puzzles and following politics.