Bio
I’m a CERTIFIED FINANCIAL PLANNER® professional with 35 years of experience. I’ve had the privilege of helping high-net-worth individuals, multigenerational families, and nonprofit organizations navigate their financial journeys. My approach is deeply personalized—I work closely with my clients to craft comprehensive financial plans that align with their long-term goals. From income tax and retirement planning to estate and liability management, I ensure every aspect is strategically addressed.
My process includes in-depth cash flow analysis, asset allocation, and customized investment solutions tailored to each client’s unique needs. Whether you're an individual, business owner, foundation, or charity, you can benefit from my decades of expertise and hands-on approach.
Beyond my client work, I’ve served on multiple nonprofit boards and am currently the Co-President of the Northwest Suburban Estate Planning Council. I’m also backed by a dedicated team of four professionals, along with a tax and estate planning specialist, ensuring that my clients receive top-tier guidance and support.
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