Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Military, Business Owners
I believe that knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
I am a native of Pittsburgh, Pennsylvania and attended college at California University of Pennsylvania where I graduated with a degree in Business Management. After several years in client service and management roles, I joined Herzog Kistner Shaw Financial Partners in 2017.
Currently, I reside in Peoria, Illinois with my wife Kayla. When I find time away from the office, I enjoy fishing, boating, skiing, sports, the outdoors and spending time with my family and friends.
Check the background of this investment professional on FINRA’s BrokerCheck
413 Jubilee Lane
Germantown Hills, IL 61548-8448