Professional Focus
As a financial professional of the Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my focus is to help individuals and administrators of non-profit organizations understand the complexities of the financial industry so they can make sound financial decisions and have peace of mind that a team of dedicated financial professionals are on their side.

My goal is to accomplish the above through an educational approach, and to do so in a manner that is easy to understand, not filled with financial jargon that can be confusing and sometimes threatening to those not familiar with financial services.

Education
MBA, Finance, Roosevelt University
BBA, Human Resources, University of Iowa

Professional Licenses/Designations
FINRA Series 7, 24, 66
Life, Health and Long Term Care
Chartered Financial Consultant®
Certified Financial Planner™

Personal
My wife, Michelle, is an elementary educator, having taught kindergarten through second grade.  We reside in Gurnee, IL with our children Lucas and Makenzie.

Outside of work and spending time with my family, I enjoy the challenge of triathlons, the longest of which has included a 1/2 Ironman® (1.2 mile swim, 56 mile bike, and 13.1 mile run).

Chartered Financial Consultant is a professional designation of The American College.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.