I provide financial solutions to high-net-worth families and have pride on building long-lasting relationships across multiple generations. I obtained RBC Wealth Management’s professional designation of Accredited Wealth Management (AWM). This exclusive program builds on the fundamentals of wealth management to help clients accumulate, protect, enjoy and transfer their wealth. The program focuses on the sophisticated knowledge and discovery skills necessary to gain a deeper understanding of clients’ individual objectives as they transition through the stages of their financial lives.

Since starting my career in financial services in 1987, I have worked closely with executives as they progress from privately owned to publicly traded companies. Working extensively with executives and boards of directors on more than 15 Initial Public Offerings in industries such as retail-grocery, technology, futures exchange, railcar manufacturing, newspaper publishing and management consulting provides invaluable experience advising clients. Business owners, corporate executives and wealthy families face new and unique challenges. I collaborate with RBC Wealth Management’s team of attorneys, portfolio managers and retirement planning specialists, along with trust and estate planning professionals, to provide customized services to my clients and their families.

I graduated from the University of Wisconsin–Parkside and live in Arlington Heights, Illinois, with my wife, Patti. When not busy spending time with our four children and our grandchildren, I can be found on the golf course perfecting my swing.