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Since joining Equitable Advisors in 2002, I've had the privilege of helping clients navigate the various areas of their financial lives. I start each new client relationship by listening to their concerns and aspirations for the future, and then help them better understand their current situation. Whether starting a career, contemplating retirement, having accumulated a sizeable estate, or trying to figure out how to prioritize spending, I can provide guidance and alternatives to help clients reach their goals.
Professional Focus
My practice focuses on individuals and families throughout Northern Illinois and Southeast Wisconsin who need guidance in the areas of retirement savings and distribution, investment analysis/strategy, insurance planning (life, health disability and long term care), and college savings options. I’m a firm believer in starting with the basics; what I call “blocking and tackling.” I also consult with public school, non-profit, and governmental entities in the design and implementation of employer sponsored retirement benefits.
My clients share some common characteristics: they are committed to their success, have realistic expectations about their goals, embrace and respond to regular contact, want to better understand their current situation, and are receptive to ideas and guidance to help them reach their goals.
Products/Services
Equitable Advisors provides access to financial products and services from various investment and insurance companies. This allows me to provide unbiased strategies and to “shop around” for the best mix of products and services to meet a client's goals.
An Educational Approach – Financial planning topics and alternatives will be explained in an easy to understand manner.
Simplicity - Life is complicated enough without owning a lineup of financial products and services that are not coordinated or are too difficult to understand.
Accessibility - Clients can speak with me at convenient times, including evenings. Messages are responded to promptly, whether via phone, mail or e-mail.
Communication – Clients are encouraged to reach out at any time, but I also proactively keep in touch regarding relevant changes and topics.
Providing Options – Understanding a client’s goals and current portfolio of products and services is the first step, followed by reviewing alternatives to help them make informed choices.
Education
MBA, Finance, Roosevelt University
BBA, Human Resources,
Professional Licenses/Designations
FINRA Series 7, 24, 66
Life, Health and Long Term Care
Chartered Financial Consultant®
Chartered Life Underwriter®
Certified Financial Planner™ professional
Honors
As a regular qualifier for the National Leader’s Forum and Elite Producer’s Conference, I have the opportunity to network with other advisors and share best practices of how we can better serve our clients. In April, 2014 I was inducted into the Equitable Hall of Fame. I enjoy sharing my industry knowledge with other advisors, and present at various events. Lastly, I was elected by my peers to the National Associates Forum to represent Equitable Advisors' suggestions and ideas to Equitable Advisors' management team.
Personal
My wife Michelle is an elementary educator, having taught Kindergarten through 2nd grade. We live in Gurnee, IL with our children Lucas and Makenzie. Outside of family and work, I enjoy coaching youth athletics and the challenge of endurance sports. In September, 2013, I completed my first Ironman® triathlon in Madison, WI.
Chartered Financial Consultant is a professional designation of The American College.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional, 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.
