I was born and raised in Buffalo, New York and lived there through my college years at the University of Buffalo. Yes, Buffalo gets a lot of snow, but that’s not why I left. After graduating from college, job opportunities brought me to numerous cities throughout the country including Philadelphia, New York City, and eventually Chicago. I’ve lived in Chicagoland for over 20 years, and am proud to call it home.
Chicago is where I found my passion for helping people manage their wealth. To me, Wealth Management isn’t a job or even a career—it’s more of a calling. I know it may sound corny, but ~300 clients put their family’s financial future in our hands, and that’s a responsibility we take seriously. As their Wealth Managers, we help our clients create and implement their financial plans for life. With our help, clients send their kids or grandkids to college, protect their families from unforeseen circumstances, retire comfortably and remain comfortably retired.
Since comprehensive financial planning is an integral part of what we do, I obtained my Certified Financial Planner ™ (CFP ®) certification, the highest standard in personal financial planning. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.
As my current clients know, family is the most important thing to me. I truly value the time I have with my wife, Nikki, and our children, Zachary, Zoey, Abigail and Alexander. Depending on the season, weekends find us running from baseball to golf or chorus to theatre performances. We love spending time with our kids, and wouldn’t have it any other way.
When I’m not working or busy with my family, I like to stay active. Whether that be daily exercise, hiking, biking or anything that I can do outdoors.
Well, now you know a little about me. If you’d like to learn more about us, check us out on FINRA’s BrokerCheck.back to Team