I also specialize in retirement income strategies, estate strategies, and tax efficient investing. My career as a financial advisor started with my grandfather who piqued my interest in investing by reminding me to save half of any money he gave me as a gift. By planning ahead and taking his own advice, my grandfather was able to spend his retirement enjoying time with his grandchildren, traveling
and playing golf. As a financial advisor, that’s all I want for my clients – the financial freedom to pursue what’s important to them without worrying if they can afford it. I love the challenge of sitting down with a client, listening to what’s most important to them and then creating a financial strategy that incorporates their goals, risk tolerance and current situation. Our approach is holistic, encompassing asset organization, building wealth in a way that’s in line with your values, protecting the wealth you’ve worked so hard to build and finally transferring it to your chosen heirs as efficiently as possible when the time comes. Our partnership is a lifelong investment, and I take great pride in being a financial advisor who will be there to both celebrate your successes and guide you through times of volatility. My office in Sycamore serves clients throughout northern Illinois, with a specialization in retirement planning. Our branch office administrator, Danielle, does a fantastic job of supporting our clients, offering friendly customer service and administrative support. I’m also a dedicated husband to my wife, Kirsten. Together, we have a 4 year old son, Greyson, and a 2 year old daughter, Emma. I'm a Chicago sports fanatic who loves cheering on the Cubs, Bears or Bulls. In my free time, I enjoy fishing and golfing. Call our office today at (815) 981-8040 to discuss what we can do for you and your financial future. Member SIPC
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