Every one of my clients is unique, and I tailor each portfolio to their individual goals and time horizons. We also have varying risk tolerances and investment objectives. My philosophy is to help people determine the right asset allocation for them, then to diversify those assets, and most importantly, to periodically rebalance the portfolio.
Background
- Over 35 years of experience in the financial services industry, beginning my career at E.F. Hutton & Co.
- Bachelor of Science from Western Illinois University
Professional Qualifications and Registrations
- Insurance Registrations: Life, Accident and Health. Long-term Care Insurance
- Securities Licenses: Series 7 & Series 65
Personal Life
I grew up on the South Side of Chicago in the West Pullman neighborhood and graduated from Fenger High School. I now reside in Burr Ridge with my wife of 40 years and my two children, Jeff & Jennifer.
Licensed since 1985.
Marquette Bank - Hickory Hills
9503 S. Roberts Road, Hickory Hills, IL 60457