Bio
I work with business owners and high net worth individuals and families to help them avoid future regret.
My team and I do this by partnering with them on life's journey using financial planning as a framework for decision-making.
I have been in financial services for over 6 years, nearly the entire time at The Next Level Planning Group where I recently became and equity partner.
Prior to this I was a Christian minister and in technology sales.
My family and I currently reside in Arlington Heights. I'm married to my wonderful wife, Stacy, and we have four beautiful children.