As an independent financial advisor with LPL Financial since 2021, I deliver personalized and a dedicated approach to wealth management. Before joining LPL, I worked six years at Charles Schwab on the retail trading desk, High Net Worth team, and managed accounts. I hold FINRA Series 7, 63, and 66 licenses, plus insurance licenses.
My passion for helping clients achieve their dreams through personalized wealth management drives me every day. I take pride in building lasting relationships and crafting strategies that empower clients to navigate their financial futures with confidence.
Home is in Wheaton, IL, with my wife Robyn, and our beloved dog, Leo. We love to explore the outdoors, spend time with our family and friends, and cheer on our favorite Chicago sports teams.