My goal as a financial advisor is to help my clients discover and reach their financial goals. I believe every client is unique in their risk tolerance and investment experience. I will help clients with their financial plans and follow up as often as they need to be sure they stay on track with their goals and objectives.
Over 30 years of experience in the financial services industry. I began my career with Prudential Financial in 1980. I have over 15 years of experience in the securities industry as a financial advisor.
Professional Qualifications and Registrations
Securities Licenses: Series 6, 7, 63 and 65
Certified Retirement Counselor (CRC)
I have lived in Joliet for over 20 years and have 2 children, Nicole (married and living in Chicago) and Nathan, also living in Joliet.
Marquette Bank – Bridgeport
615 W 31st Street, Chicago, IL 60616