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.
- Over 25 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
- Securities Licenses: Series 7 & Series 65
- Insurance Registrations: Life, Accident and Health. Long-term Care Insurance
I grew up on the South Side of Chicago in the West Pullman neighborhood and graduated from Fenger High School. I now reside in West Springs with my wife of 29 years and my two children, Jeff & Jennifer.
Licensed since 1993.
Marquette Bank - Hickory Hills
9503 S. Roberts Road, Hickory Hills, IL 60457