PARTNER, CFP®, CHFC®
Bachelor of Business Administration, University of Kansas
Chicago Board of Positive Coaching Alliance
Mentorship Program University of KU Business School
Union League Chicago
Valley Lo Club
Head Coach of Freshman/Sophomore New Trier Rugby Club
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.
MY PRIVATE VISTA
As I look to my future, I hope to become more involved with mentoring students — perhaps becoming a trainer with the Positive Coaching Alliance organization. I would like to carve out more time for meditating and maintaining my fitness and flexibility through Bikram yoga. And, of course, spending more quality time with my wife and two children.