Working with others, side by side, to help them accomplish their dreams has always been my motivation as a financial advisor. Being able to help quantify, simplify, organize, and strategically navigate client’s financial goals is what has continued to motivate me through my 10 years of experience as a wealth advisor. As a CERTIFIED FINANCIAL PLANNER® I specialize in working with multigenerational families, business owners, and business professionals. This allows me and our team to focus with clients on a tax-focused, long-term approach that helps them achieve not only their goals, but their heirs’ goals.
Holding the CFP® credential, I am dedicated to guiding people through strategic planning and personalized advice. Inspired by family members who have thrived in this industry, I am committed to helping clients achieve both their financial and personal goals.
Growing up in Naperville, IL, and now raising my family here, has been a rewarding experience. My wife Jenna – a nurse, our daughter Eloise , and our dog Douglas are the heart of my life. Being a role model for Eloise and spending quality time with my family is what truly drives me. My college football days instilled my love for competition, and I enjoy spending time golfing, fishing, and exercising whenever I’m not outside adventuring with my family.