Financial Services Representative

Welcome to my Web site.


To stay on top of my field and develop my professional skills over my 15-year career, I've regularly attended industry training and certification programs.  This includes completing the curriculum and passing the rigorous exams for the FINRA Registrations Series 6, Series 7, Series 63 and Series 65.    


My education, experience and professional affiliations have fostered my practical approach to offering financial advice to my clients.  Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals and investment objectives.  Working together, we can formulate a strategy to help you pursue your goals.  


Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Member of Illinois High School Association
  • Member of Million Dollar Round Table 2006, 2007, 2008, 2009, 2010 and 2011
  • Member of National Association of Insurance Financial Advisor (NAIFA)
  • Member of Illinois Association of Housing Authorities

  Thanks for visiting.