Private Wealth Advisor
I was born and raised in the Northern Chicago suburbs and then attended the University of Iowa where I graduated with a degree in Finance from the Tippie School of Business. I currently hold my LAH and Series 65 License.
I got into the career after seeing the positive ripple effects that financial planning can offer people and help improve their lives and the people around them. I work closely with my clients to ensure they are getting sound advice and feel comfortable reaching their financial goals.
Living in Chicago I continue to explore the city by trying new restaurants, visiting the beach, and going to as many Cubs games as I possibly can.
Areas of Expertise:
Comprehensive financial planning
Knowing a client’s financial goals and what is important to them allows me to better connect and understand my clients where I can provide the best advice that is tailored to their situation. My work encompasses the six key areas determined by the CFP: understanding their current situation, investment planning, retirement planning, tax planning, protection planning, and estate planning.
Employee Benefit Maximization
I work with many clients at many different companies. This has allowed me to get familiar with the different types of benefit packages and utilize strategies to maximize those benefits (401k, RSUs, Stock Options, Deferred Compensation, Pensions, etc.)
Questions I often hear:
Are you a fiduciary?
Yes. I work closely with my clients to ensure I know what is important to them and provide advice that is in their best interest.
How do I recreate my income in retirement?
Let’s talk! Everyone has different situations and resources on how to go about it. We can create a game plan so you know where your dollars are coming from and know confidently you are not going to run out of money.
How can I pay less taxes?
Great question! First, we recommend our clients work with CPAs to help file their taxes each year. Additionally, I work with the CPA to help implement ideas I bring to my clients on where to save or spend down their accounts to do it in the most tax efficient manner.