“I’m focused on helping both clients and colleagues achieve their goals.”
Three words that describe me:
Personable, loyal, driven
A passion:
I’m passionate about serving the community in which I live and work. Ann & Robert H. Lurie Children’s Hospital of Chicago is one organization in which I offer support.
My favorite sports teams:
Cleveland Guardians, Cleveland Cavaliers, and Cleveland Browns
An inspiration:
My wife and my children
My education:
In addition to an undergraduate degree in finance, I hold the FINRA Series 7 and 66 licenses and am a CFA® charterholder and member of the CFA Society Chicago.