I chose a career in financial services because I believe I can make a difference in the lives of families in my community. When my wife and I moved from Minnesota to Illinois over ten years ago, we didn’t know many people but over time, we built lasting friendships and a strong sense of community here. I’ve always been drawn to helping people make sense of their finances. After earning my finance
degree, I started my career as a financial advisor, spent several years in mortgage underwriting, and eventually came full circle back to advising. This time with a renewed focus on building something of my own. Now, as a husband, father of three energetic boys, and local business owner, I know firsthand how important it is to balance family, career, and long-term financial goals. I love helping others do the same. Whether that’s getting started on a solid financial path, reviewing an existing plan, or setting up a retirement plan for a small business. My approach is simple:
• Keep things personal. Every plan should fit your life, not someone else’s template.
• Focus on relationships, not transactions.
• Make financial topics easy to understand, so you feel confident in every decision. If you’re ready to take a fresh look at your financial plan or just want a second opinion, I’d love to connect. Let’s have a quick chat about what matters most to you and your goals for the future.
