Domicile State: IL
California Insurance License #: 0I08798
Most of us have a finite amount of resources available to us. For over 17 years I've helped my clients determine how to allocate those resources towards accomplishing their financial goals by creating and implementing a comprehensive financial plan. Investment management strategies or assistance with obtaining insurance is oftentimes part of the guidance that is provided. I have a broad spectrum of clients ranging from current and pre-retirees to those in the earlier stages of their careers.
Specialties: Financial planning, wealth management & insurance planning.
Education and Credentials
- Illinois State University, BS 2004, Honors Program
- CERTIFIED FINANCIAL PLANNER PROFESSIONAL™ (CFP®) professional from the CFP® Board of Standards Inc., 2009
- Investment Advisor Representative
- Series 7, 63, and 65
- Life and Health Insurance Licenses
Through education and planning we aim to work together to help you achieve your financial goals, whatever they may be. Please contact me for more information and to setup your complimentary financial review. I look forward to hearing from you.