Today. Tomorrow. Together.

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Living a fabulous retirement is about making sound investment decisions while you are working, strategically protecting what you have earned, and maximally avoiding taxes. 


More About Me

 

Known as one of Chicagoland's most effective advisors, I have been heard on WIND 560 AM radio, as the host of my own talk show called, "The Safe Money & Retirement Show" and later called "Wealth Watchers". I have done volunteer work with Chicago Cares and I'm a member of several professional associations including the National Association of Insurance and Financial Advisors (NAIFA), the National Association of Realtors (NAR), and the Financial Planning Association (FPA).

For fun, you'll find me traveling, talking politics, trying any restaurant you tell me to, telling war stories about poker while training newbie poker players, fascinated by crypto-currency, and watching Chicago sports teams.

 

Licenses:
Series 6.5 (Registered Investment Adviser Licensure Examination)

Life/Health Insurance 
(Illinois, California, & Florida)

Illinois Real Estate Broker

Educational Credentials:
University of Illinois (1998-2002) 
Bachelor's in Finance, Jun 2004

Institute of Business and Finance (2007-2008)
Certified Annuity Specialist Accreditation (CAS), May 2008

Depaul University (2009-2010)
Certificate in Financial Planning, Nov 2010

CFP Board of Standards (2011)
Certified Financial Planner™ (CFP®) Designation Honor, June 2011