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I lead a highly experienced team to work with you, develop strategies, and recommend personalized solutions designed to help you accumulate, protect, and transfer your wealth. • Understanding Your Financial Objective - We begin by asking questions to understand more about you and your financial objectives. • Developing Strategies - Next, we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies. • Implementing Solutions - Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services. • Providing Timely, Ongoing Service - We regularly review your situation to help ensure your financial objectives are being met.

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Financial Credentials

I hold “Registered Financial Consultant” and “Investment Advisor Representative” designations.

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Experience

I have over 34 years of experience as an independent investment advisor and 18 years as a “Senior Wealth Manager.”

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Education

I am a 1984 graduate of Loras College with a Bachelor of Arts degree in Business and Business Management.

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Community and Professional Affiliations

Finley Hospital Board of Directors Finley Hospital Foundation Board of Directors DBQ Regional Humane Society Board of Directors Member International Assoc of Registered Financial Consultants

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