Senior Wealth Manager & Registered Financial Consultant
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.
I hold “Registered Financial Consultant” and “Investment Advisor Representative” designations.
I have over 34 years of experience as an independent investment advisor and 18 years as a “Senior Wealth Manager.”
I am a 1984 graduate of Loras College with a Bachelor of Arts degree in Business and Business Management.
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