Bio
With more than 19 years' experience, my practice focuses on developing effective strategies to address the priorities, goals and concerns of high net worth individuals, business professionals, corporate executives, physicians and established small-business owners. All have accumulated significant assets and need sophisticated investment portfolio advice as they manage continuing demands at work and home.
Corporate Executives
Corporate executives typically have complex compensation structures and limited time to focus on portfolio investing and future planning. I will create an individualized investment strategy, help you manage your RSUs, use tax-loss harvesting and back-door Roth conversions, and develop a plan for retirement. My goal is to help you grow, protect and distribute your wealth over your lifetime and leave a lasting legacy.
Physicians
Health care professionals with high net worth often find the demands of their jobs make managing multiple investments difficult. I can consolidate investments in a personalized, professional portfolio using Unified Managed Accounts and recommend a tax-loss harvesting plan to ensure an effective year-round tax management strategy. To protect your financial future and that of your family, I can advise on the selection of life, disability and umbrella insurance.
Small-business Owners
I advise established small-business owners to ensure their financial futures through implementing appropriate business retirement savings plans to include solo 401(k)s, traditional and Roth 401(k)s, SEP and Simple IRAs, along with protection and legacy recommendations. We help business owners develop an exit strategy when near retirement.
When working with you, I will provide: (1) a clear explanation of the strategies, investments and products I recommend; (2) guidance through inevitable market downturns; (3) transparent explanations of costs; (4) and ongoing reviews of goals and investment performance to help you keep on track.
Our team, which includes my branch office administrator, Carolyn Staven, is dedicated to providing you with the highest level of service possible.
My wife, Katie, and I have been married for 11 years and have two lovely children. My daughter is in fourth grade, and my son is in first grade. We reside in Glenview, and I enjoy playing tennis and golf in the suburbs on the North Shore of Chicago.
