Business Philosophy
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.
Background
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)
Personal Life
I have lived in Joliet for over 20 years and have 2 children, Nicole (married and a teacher, living in Chicago) and Nathan is a Journeyman Carpenter living in Joliet.
Serving
Marquette Bank – Chicago - Bridgeport
615 W 31st Street, Chicago, IL 60616
Marquette Bank – Chicago - Mount Greenwood
3435 W. 111th Street, Chicago, IL 60655
Marquette Bank – Evergreen Park
9335 S. Kedzie Avenue, Evergreen Park, IL 60805