Welcome to my website! I am thrilled that you have stopped by here to learn about my professional practice. Please allow me to tell you a little about myself, how I got here, and how I may be of service to you.
I graduated from the University of Iowa in 2009 with a degree in Journalism & Mass Communications. I attended school during the 2007-2008 financial crisis and it shaped me in more ways than I probably even realize. I wanted to be a reporter on CNBC or Bloomberg covering the stock market and talking about business. The stories I produced back in school tended to focus on the economy and its impact on people. I even got to give the stock market updates on the school radio station a couple of times. After a summer internship at news station in Chicago, I realized that talking about the stock market to a screen wasn't for me. I wanted to talk to people like you, one on one, and discuss how it personally impacts you. As a journalist, we were trained to ask questions and, more importantly, to listen. I promise that I will always be available to listen to you.
I entered the industry in July of 2009 when I went to work at my first firm, National Life Group. I started off working with clients to protect against what can go wrong so that they would have the luxury to invest for what can go right. That's a fancy way of saying that I was providing life, health, disability, and long term care insurance. About a year later, I obtained my registrations to offer mutual funds. Then, in 2011, I discovered my true calling as a financial planner and began offering comprehensive wealth and retirement plans.
I was having a blast working with my clients but found that I needed more resources to help them pursue their most cherished financial goals. That brought me to a team at Raymond James in January of 2017. While there, my role was even more focused on financial planning and coordinating all the pieces of my clients finances. Still, something was missing, and I found myself needing even more tools and resources. I needed state-of-the-art planning capabilities and conflicted investment solutions. That brought me to Cetera Advisor Networks in February 2019. I found the freedom to serve only you, the client.
My deepest professional satisfaction is working with people like you to pursue a life of dignity, as you define it, by providing world-class investment, insurance, and financial planning solutions. I hold several licenses and certifications to assist me and you on our journey together. I have my Series 7 and Series 63 registrations, qualifying me as a Registered Representative (otherwise known as a stockbroker). I hold the Series 65 registration, making me an Investment Advisor Representative (financial advisor, in plain English). I have a life & health insurance license, enabling me to provide protection capabilities. I hold the Accredited Asset Management Specialist designation from the College for Financial Planning, the Accredited Investment Fiduciary designation from fi360, and I have a certificate in Financial Planning from DePaul University.
When I'm not enjoying my time in the office, you might find me kayaking the Chicago River, golfing, attempting to cook (the spicier the better!), spending time with my sweetheart, serving on several boards and traveling for both work and pleasure. I take great pride in the fact that I serve clients all over the United States and I love travelling to meet with you all. I firmly believe that friends are clients and clients become friends. If I may serve you in any capacity, provide guidance, or answer any questions; please don't hesitate to ask. After all, I am here for you; you are the reason I am in this business. Thank you and I look forward to being of assistance!