MY FINANCIAL SERVICES CAREER BEGAN IN 1985
I have been a financial planner since the mid-80s, helping people consider priorities for themselves and their families, and then working closely with them to turn their hopes and dreams into reality. Before that, I worked in my family’s business, which gives me a more personal understanding of the financial dynamics of family-owned businesses, including the issues of succession planning and helping business owners attempt to turn their equity into cash.;
MY PRIVATE VISTA
As I look to my future and the next phase of my life. I look forward to continuing to use lessons I have learned, and my strengths help other people and give back to my communities and family.
Chicago Board of Positive Coaching Alliance
Member, Union League Chicago
Member, Valley Lo Club
Head Coach, Northwestern University Rugby Club