I am passionate about my clients’ financial goals and helping each one to develop a strategy for their specific financial objectives. I work with people from all income levels, from the experienced investor to working families, business owners and those managing their retirement assets.
Background
For over 29 years I have succeeded as a professional businessman with considerable financial experience. I started my career at LaSalle Financial Services as a financial advisor, and I have spent the past 24 years with Marquette Wealth Management as a financial executive.
Professional Qualifications and Registrations
- My B.A. is in Marketing from DePaul University.
- My insurance registration includes LIFE.
- My securities registrations include the series 6 and the series 63
Personal Life
Currently, I reside in New Lenox with my wife, Colleen, and my 2 beautiful children.
Marquette Bank - Lemont
15730 W. 127th Street, Lemont, IL 60439