I graduated from Marquette University in 1985 with a bachelor’s degree in business administration with a finance specialization. I have over 30 years of experience in helping clients achieve their financial goals and have been with RBC Wealth Management™ since 1989. As one of a select group of financial advisors named to RBC Wealth Management’s Consulting Group, I have been recognized for my achievement in building and maintaining a consultative, fee-based practice. I am also a member of RBC Wealth Management’s Chairman's Council, a member of the Investment Management Consultants Association (IMCA), and a past member of RBC Wealth Management’s Brokers Advisory Council.
In addition to individual client portfolio design and management, I assist with education, retirement and estate planning. Whether my clients are changing jobs, contemplating long term care, or ready to draw on their assets, I gather information about my clients’ needs, goals, tax situation, timeline and experience to create individual solutions for these complex issues.
I have been married to my wonderful wife Liz for 30 years and we have four children; Ali, Jeff, Matt and Peter. When I am not at work I enjoy golfing, fishing, and travel. I am active in various charities including Journey House, Jesuit Retreat House, St. John Vianney Parish and Guest House.