I have been helping individuals and families navigate their financial journeys since 1996. My passion for wealth management comes from my genuine desire to help people feel confident about their financial future. I believe that when my clients truly understand their portfolios, they gain clarity and peace of mind in pursuing their goals and dreams. Whether planning for retirement, major life milestones, or simply seeking financial stability, I am dedicated to creating personalized strategies that align with each client’s unique vision.
With a strong foundation in finance, I earned my B.S. in Finance with a minor in Economics from Eastern Illinois University. I also achieved the Certified Retirement Planning Counselor (CRPC©) designation from the College of Financial Planning and am a graduate of the Cannon Financial Institute School of Comprehensive Wealth Management. I hold several securities registrations (Series 7, 24, 51, 63 & 65, held with LPL Financial) and am licensed in life, health, and long-term care insurance in Illinois.
Beyond my career, I am deeply rooted in my community. I live in Rochester, Illinois, with my wife, Kristen, and our three sons. When I’m not working with clients, you’ll likely find me spending time with my family, playing golf, hunting, fishing, hiking, or cheering on my boys in their sports activities. I also enjoy giving back through my involvement with various community boards.
I understand that financial planning is about more than just numbers—it’s about building a roadmap to the life you envision. I look forward to helping you plan, grow, and protect your wealth so you can focus on what truly matters.