I have been with Merrill my entire career. I joined the firm in 1996 and currently serve as Senior Vice President, Senior Financial Advisor. For more than 25 years, I have helped my clients develop a customized strategy tailored to their unique needs and goals, which might include funding their children's or grandchildren's education, making sure their money lasts in retirement, buying a second home, covering their potential health care costs or transferring their wealth to the next generation.

My process is designed to deliver a customized, consistent experience that goes beyond portfolio management. My passion is fueled by knowing I make a positive difference in the lives of the clients I serve.

I graduated from the University of Illinois with a degree in Finance. I obtained my Chartered Retirement Planning CounselorTM certification in 2007.  My wife and I have three boys and live in Chicago's western suburbs. 

Named to the 2024 Forbes “Best-in-State Wealth Advisors” list.

Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

*2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.