As a financial planner, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families.
My fiduciary approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them. I’m committed to seeing my clients’ full picture so that I can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes.
I specialize in providing guidance on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety net that accounts for illness, injury, layoffs, or market downturns.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am passionate about spending time with my wife and 3 kids, community involvement in the Skokie Chamber of Commerce, Everyday Edgebrook, the Chicago Corinthian Yacht Club, and actively fundraising for Edgebrook Elementary and Northside College Prep. In my free time I enjoy sailing on Lake Michigan, reading, skiing, camping, hiking, good eats, road trips and cheering on Michigan State!