Qualifications
I have been in the financial services industry since 1987. I have extensive experience with stocks, bonds, mutual funds, exchange traded funds, closed end funds, stock options and insurance products.
I firmly believe in continuing education and have furthered my career development by attending The Wharton School of Business Branch Management and Leadership Institute. I have earned the following securities licenses: Series 7 (general securities), Series 24 (general securities principal), Series 53 (municipal securities principal), Series 65 (registered investment advisor representative) and Series 4 (registered options principle). To provide comprehensives solutions, I also hold life and health insurance licenses.
Personal
My wife, Teresa, and I live in Roscoe, Illinois. We have a large family including our daughter Heather, and four boys Mitch, Jared, Jordan, and Brandon. I am active in our community and support many activities that focus on promoting a healthy lifestyle. In my free time I enjoy spending time outdoors, including boating and fishing.
