I am a native Chicagoan, father of 3 wonderful children, and an almost 20 year veteran of the financial services industry. I have been a member of the Strategic Financial Group team since 2013.
I am passionate about working with professionals and business owners still in the accumulation phase of their lives. I am a value-driven person and I offer much more to my clients than just choosing stocks and mutual funds. To me, it is so much more than investment account management. I am trying to help my clients realize their best selves.
On the weekends I spend time with my wife, Katie, and our children. I also like running my smoker, working out and enjoying the outdoors whenever the weather cooperates.
Why people work with me
As we think about everything that we need to accomplish in our lives it can be daunting. It is like standing at the base of Mount Everest and being told you need to get to the top.
Now some people can manage to climb this mountain on their own. Most people need a little more assistance to reach the top. They could use the help of a Sherpa, someone who guides climbers through the struggles and knows the best route to the top. They can help carry the load and share knowledge with the climbers. In our lives, we will have many choices of paths to go down. It is important that we stick to the correct one and that we know we do not have to take this journey alone.
I like to say, “I am not your parent’s financial advisor”, because I try to make this process painless, stress free, and fun. I have clients who delegate all of their planning to me, I have clients that need a sounding board to work through plans they already have set in place, and I work with other clients who are in between the two. If you feel that you are not living your best life, I can be a part of the solution. I can be your financial sherpa.
Create your own financial rules. Live the life you love!
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