Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Risk Management Strategies, Financial Education
Starting a financial plan and keeping it on track can be daunting. I believe it starts with education. That’s why I take time to get to know my clients, their goals and dreams. From there we can tap into my experience, professional-ism, and access to a wide variety of products and services that can help you meet your financial goals and insurance needs. I will walk through each step to make sure you understand any pros and cons of different plans before you decide on anything you would like to implement. I have over 10 years of experience in this industry and an amazing team of specialists that I work with for your benefit.
I didn’t start as a financial advisor. In 2002 I was an apprentice in a local Chicago labor union just a few months away from earning my journeyman card. Stacey and I were married on May 23rd on a beach on Maui, Hawaii at Sunset. It was an amazing year so far. Life had a different plan. Four weeks later, on June 20th, she passed away from injuries after a Motorcycle accident. As a 25-year-old I didn’t understand any of the insurance or financial situations that I was suddenly thrust into. Over the next couple years, I started to study different aspects of insurance and the financial world. I fi-nally decided that I wanted to help educate people and assist them in their decision-making process for their financial future. Due to losing Stacey’s income, I went from being debt free to taking nearly four years to financial-ly recover. I don’t ever want anyone to have to experience what I went though. Trying to put their financial life back in order while at the same time trying to grieve. So, I became a financial advisor to help ensure that life doesn’t catch my clients off guard.
On the weekends I play keyboards in a band. I have a pilot’s license, but I haven’t flown in a while. My favorite way to spend my personal time is with my daughter. As a single father, I am very involved with her life and you can usually find me volunteering in one of her musicals at school.
I am a member of NAIFA (National Association of Insurance and Financial Advisors) since 2019.
Keyboard Player in the band Rumor Hazit
Affiliations & Memberships
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Volunteer work at Barrington High School
Feed Our Starving Children
Check the background of this investment professional on FINRA’s BrokerCheck
127 N Walnut Street
Itasca, IL 60143