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MY STORY
There is nothing more important to me than earning and maintaining your trust, confidence and respect. But trust doesn't happen overnight—it's a lifelong journey. I play a key role in your family's well-being by maintaining deep relationships with each member, and I am honored to participate in your life's most important events.With more than 30 years of industry experience, I bring insight and focus to helping you:
- Managing your investments with an unwavering focus on building your financial strategy to help meet your personal goals
- Customizing strategies based on an objective view of your needs
- Simplifying the financial complexity in your life to help you achieve clarity and control
- Aligning your strategy with the values that have shaped your life and constitute the core of your legacy
I entered the financial industry as a trader at the Chicago Board Options Exchange and Chicago Board of Trade in 1984. For about a decade, I honed the skills that allowed me to become a successful trader and, ultimately, a successful Financial Advisor. I learned how to manage for the uncertainties, to easily calculate and interpret numbers, to be disciplined, patient, a quick study and an active learner. The fast pace of trading stocks, bonds, options and commodities was an intense learning experience that positively impacted my practice.
I earned my MBA from Lake Forest Graduate School of Management in 1995 and was a Financial Investment Advisor at Motorola for approximately two years before joining UBS/Paine Webber in Chicago. In 2004, we moved our family to South Carolina where I worked as a Financial Advisor with a Wells Fargo predecessor firm. In 2015, I then became a Senior Vice President with Morgan Stanley. Finally, in November of 2022, I became a Managing Director, Partner, and Wealth Manager at Steward Partners.
I go above and beyond when it comes to taking care of my clients. I provide consistent, clear and high-touch communication so together we can strive to build a foundation on which to realize your dreams.