Welcome to my website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management, to help you learn more about who I am, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add my site to your list of "favorites" in your internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance.


My entire career has been devoted to finance, beginning as a CPA out of Northern Illinois University in 1994. I have held positions as an accountant, financial analyst, treasury specialist, and controller before beginning to serve the public as a Financial Advisor. My career as an advisor began with better than two years at a large brokerage firm. When I started my own company in 2004, it allowed me greater flexibility and independence in meeting my vision and my mission for my practice.  I obtained my Certified Financial Planner practitioner designation in 2007.

I am an Endorsed Local Provider for "The Dave Ramsey Show", a nationally syndicated radio talk show that focuses on personal and family financial matters. To learn more, please visit the Dave Ramsey Show website:









I am also a proud member of the Financial Services Institute.








I am licensed to work with clients who reside in AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KY, MI, MN, MS, MT, NC, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI