Professional Experience: I have been an Investment Adviser specializing in planning since 2002
Specialized Service: General Financial Planning; we review overall goals with each client and work to achieve those goals through different financial instruments.
Most Fulfilling Part of Work: Watching clients reach the goals they set out to accomplish. Sometimes it is saving for a child’s education, getting to retirement, or anything in between.
Favorite Movie: The Big Lebowski
Favorite Sports Teams: Chicago Cubs and Chicago Bears
Hobbies: Cycling and coaching my kids in baseball and wrestling.
“Effort equals results.”