My passion for investing began early. In high school, I was captivated by a lesson on compound interest in my Economics class—the idea that even modest savings, started early, could grow substantially over time. During college, I worked as a bank teller, and an assignment in a lower-income branch opened my eyes to how many people live paycheck to paycheck, unsure of how to begin saving or investing. That experience reinforced my belief in the life-changing power of a disciplined, systematic approach to financial planning.
I began working in the financial services industry in 1995. My areas of investment specialty are faith-based investing, structured products and financial planning. I am a CERTIFIED FINANCIAL PLANNER® and I have earned a Bachelor of Science degree in Economics, and Finance and Business Administration from Indiana State University.
I live in Frankfort, Illinois. I am married with three kids: my wife, Sylvia, is a doctor specializing in oncologist and hematologist; my oldest son, Cameron, is a computer programmer; Connor, a chef; and Victoria, a student at Chicago Christian High School aspires to follow her mother's footsteps in medicine. Outside of work, I’m an avid golfer and an active member of Amazing Love Lutheran Church.