At the heart of my work is the belief that discovering each client’s individual wants and needs is critical to making informed financial choices. I work as part of a team of Advisors who utilize over 50 years of Investing and Wealth Management experience. Our goal is to give each client the confidence to know that the choices they make come from having advisors who have their best interests in mind at all times. We work closely with your attorney, CPA, and other professionals to determine the most appropriate financial strategies for you and your family.
I spent 17 years as an equity options trader at the CBOE from 1993-2009. I have extensive knowledge of investing vehicles and strategies. When analyzing client investment choices, I draw on my Risk Management background as a trader to make recommendations to clients.
I am the proud dad of two sons, Jack and Larsen, and a proud graduate of Texas A&M University. From 2007-2019, I served as the Bronco commissioner for Flossmoor Baseball and Softball, and have helped coach over 30 kids baseball and soccer teams. Prior to becoming an advisor, I worked as a teacher in disadvantaged schools in Chicago and Gary, Indiana.