From individual retirees looking to create a regular flow of income, to business owners seeking effective retirement strategies, to families investing for their future, I offer tailored solutions to a range of clients. Ultimately, my goal is to help families and business owners organize, build, protect and transfer wealth. As a native of Joliet, I've lived in this community my whole life. In 2011,
my wife, Melissa, and I moved to Plainfield, where we now live with our two young children. While I focus most of my energy on helping families and businesses meet their financial goals, I also believe it's important to give back to the community. I do this in a variety of ways, including serving as president of the Plainfield Kiwanis Club, a member of the Plainfield Area Chamber of Commerce Education Committee and as a member of the Joliet Catholic Academy Alumni Board. In addition, I sit on the board of directors for the Chicago Leadership Forum and serve as a mentor for the Give Something Back Foundation. Like other civic-minded professionals, my goal is to build a bright future not just for my own family, but for the community as a whole. It's been said that there are four professionals everyone will need at some point in his or her life: a doctor, a lawyer, a priest or spiritual counselor, and a financial advisor. This is because everyone will at some point encounter health, legal, spiritual or financial issues. While the first three needs are "above my pay grade" so to speak, I would be happy to meet with you, in person or virtually, to help determine the most appropriate financial strategy to achieve your goals.
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