As the saying goes, "A goal without a plan, is a wish" and my mission is to make sure my clients don't leave their future to chance. My goal as a CERTIFIED FINANCIAL PLANNER® professional is to help retirees and pre-retirees navigate the transition into retirement with clarity and confidence. With a background in teaching and coaching, I take an educational approach, equipping my clients with the
knowledge to make well-informed financial decisions. My approach is personal, practical and focused on building long-term financial clarity and confidence. Since 2012, I've helped families work toward their financial goals, with a strong focus on retirement planning. I serve clients both locally and across the country, offering customized strategies built on trust and communication. I have the pleasure of working alongside branch office administrator Sandie White, who joined my team in 2018. With over 20 years of experience in the financial services industry, Sandie brings deep knowledge and outstanding support to our clients. Together, we strive to provide advice and service worthy of the trust our clients put in us. Born and raised in Chicagoland, I now live in Batavia with my wife, Stephanie, our 3-year-old son, AJ, and a 10-year-old rescue pup, Nigel. Stephanie and I met while attending Monmouth College in Monmouth, Illinois. I grew up playing sports and I am still an avid sports fan; especially of Notre Dame football. I enjoy playing slow pitch softball and golf, and on Saturdays in the summer, you'll often find our family at the Batavia Farmer's Market. With large extended families nearby, our weekends are often filled with family gatherings and celebrations.. Member SIPC
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