My wife, Kelly, and I are raising our sons, Russ, Ben, and Will, in Wheaton, IL. We are avid Chicago sports fans, and you can find us cheering on the Cubs, Bears, and Bulls. When I’m not spending quality time with family you can find me fishing or out on the golf course.
I am blessed with an amazing family, and they have inspired me to put my all into protecting the financial futures of others. After decades of working in the industry, I have seen firsthand how a holistic financial plan can make a difference when faced with unforeseen circumstances. I approach each plan with the same level of care and consideration that I would provide for my own family.
I am a 3rd generation financial planner, following in the footsteps of my grandfather who spent 40 years of his career in this industry, and my father, a recent retiree after over 30 years in the business. When presented with the opportunity to join the Northwestern Mutual internship program at a job fair in 1999, it was an easy decision to continue the family tradition.
Throughout my career, I have spent time in various leadership roles including mentor, recruiting field director, and Managing Director of the Naperville office for 7 years. In 2019 I handed off the Managing Director title to focus on my personal practice and devote my time solely to my clients.
I have pursued continuing education opportunities to allow me to provide the most thoughtful and strategic advice. I hold the following designations from the American College:
- CERTIFIED FINANCIAL PLANNER™ Certification
- Chartered Life Underwriter (CLU®)
