Business Philosophy
I am dedicated to be a trusted advisor for the clients of Marquette Wealth Management. In order to accomplish this goal, I offer an additional voice to client’s financial situations and serve as a valued professional. I offer clients direction with their investments not only in times of calm, but also in times of market uncertainty. Each person or family has a unique story and I always look forward to treating our clients as individuals with different goals and dreams. My philosophy is to be a professional and valued resource for clients when it comes to their financial needs. I offer face to face discussions on the topics of asset allocation, risk tolerance, and diversification of assets.
Background
I began my career in community banking in 1992. In 2000 I moved into the financial services business with Raymond James Financial Services and have been working in the business ever since. I have served in community banks as a program manager for Raymond James Financial Services, Invest Financial, and now as a Senior Financial Advisor for Cetera Investment Services at Marquette Wealth Management.
Professional Qualifications and Registrations
- B.S. in Mathematics from Loyola University Chicago
- B.A. in Philosophy from Loyola University Chicago
- MBA from Benedictine University
- Securities Registrations: Series 6, 7, 65, and 24
Personal Life
Currently, I reside in Lemont, IL. with my wife Denise. I enjoy golfing, reading, movies and riding my motorcycle.
Marquette Bank - Tinley Park
16700 Oak Park Avenue, Tinley Park, IL 60477