Our multigenerational team of wealth advisors spans decades and provides you and your family with deep knowledge, diverse experiences and unique insights
When I was a child, I spent hours playing with Legos to build the possessions I dreamed of owning one day. Whether building my future dream home, a cool car, or an airplane that could take me around the world, I remember feeling rewarded by the accomplishment of building 'my dreams.' This time in my youth influenced the views I have today. I believe that with unbiased and objective financial planning and investment advice, anyone can accomplish what they set their mind to.
At Vantage, I value the support and expertise of a diverse and highly talented team. Together, we can help you build a sound plan for a better tomorrow. It fascinates me to learn about your situation and help you define your dreams and goals. I work with clients from many different backgrounds but specialize in working with the corporate executive. I understand the unique complexities of corporate benefit programs and can help you integrate your workplace benefits into your financial plan. Together, we will work through the financial planning process so that you can accomplish your aspirations. After all, the sky's the limit.
In my spare time, I can be found spending time with my family, boating, fishing, and doing home improvement projects. I enjoy giving back by frequently helping my neighbors and family members. I also volunteer as a mentor through DePaul's Alumni program. My wife, Ashley, and I have two daughters, Lily, and Zoey.
- Wealth Advisor - with Vantage since 2010
Areas of Focus
- Financial Planning, executive compensation, social security strategies, retirement, client relations, marketing
Business Experience, Designations & Education
- Financial Planning Analyst
- Financial Planning Associate
- CERTIFIED FINANCIAL PLANNER ™ professional, CFP Board
- B.S. (Cum Laude) Finance and Marketing, DePaul University