Business Philosophy
I strive to be a trusted financial advisor by providing value to my clients. I do this by giving my clients direction with their investments and being there for them in times of market uncertainty.
Every client is unique, and I tailor each recommendation to their individual goals and objectives. Clients have varying risk tolerances and time horizons.
My philosophy is to help them determine the proper asset allocation, diversify their assets, and to periodically review the progress of their portfolio
Background:
Over 32 years of experience in the financial services industry.
I began my career at Prudential Financial in 1985.
I have a Bachelor of Science from Northeastern Illinois University
Professional Qualifications and Registrations:
Securities Licenses: Series 7, 65, 6, and 63
Insurance Registrations: Life, Accident and Health, Long Term Care Insurance
Personal Life:
I currently reside in Orland Park with my wife Beverly of 30 years and have two children, Sevanna and Bianka and son in law Michael
Marquette Bank - Bridgeview
8020 S. Harlem Ave., Bridgeview, IL 60455
Marquette Bank - Oak Forest
5700 W. 159th Street, Oak Forest, IL 60452
Marquette Bank - Oak Lawn Ridgeland
8855 S. Ridgeland Ave., Oak Lawn, IL 60453