As a Wealth Manager, I help families, individuals, and business owners successfully navigate life’s many financial transitions. Whether you’re preparing for a comfortable retirement, building or selling a successful business, or thinking about how to leave a legacy of love to your family, I can help you gain clarity about your financial choices.
As a Comprehensive Wealth Manager, I create financial strategies that examine your entire financial picture - from investments, taxes, risk, and estate planning perspectives. My holistic approach emphasizes developing an in-depth understanding of your personal values, vision, and aspirations for the future. I believe that personalized financial strategies created using the personal knowledge we have about you ultimately leads to better long-term outcomes. Today’s uncertain markets mean that old-fashioned thinking and cookie-cutter plans don’t work anymore. By handcrafting every plan around each client’s unique financial picture, we help them pursue their goals regardless of what markets are doing.
At Alpha Wealth Group, we’re passionate about education. As part of my commitment to helping clients and members of the community improve their understanding of complex financial topics, I regularly host educational forums for corporations, groups, and community workshops.
I am an Investment Advisor Representative and hold a Series 65 registration as well as Illinois Life and Health Insurance certifications.
When I’m not working, I’m often found on the golf course or coaching basketball.