AMC

You can find me watching football, eating any style of pizza & researching RV’s for my future goal of being able to work on the road while visiting my Florida clients! I am originally from Southern Illinois, with a bachelors degree in business & finance. I met my wife, Danielle, when we both moved to Chicago. She played a major supportive role during the early stages of my career, has her MBA & currently works for Catholic Charities.

Why Me As Your Advisor?

• I am spouse, age, kid, parent & trust friendly. I have 10+ years of industry experience, but I’m 20+ years younger than the industry average. In other words, I won’t be retiring anytime soon & will likely be around for your family!

• I make it easy to switch without tax or & penalties. My style is first based on your risk tolerance & time horizon, then I manage & advise as tax-efficiently as possible. You can terminate my services at anytime if you are unhappy!

• I have a fiduciary duty to serve your interests. I don’t sell life insurance or receive hidden commissions. You pay me directly through your account (i.e. with Charles Schwab) or an hourly basis.

• I lead a team of 7 advisors for succession. While other firms continue to lose headcount, we continue to grow! I’ll share the story of how this happened when you get started.