With over 25 years experience in the financial services industry I joined IHT Wealth Management in 2015 in the Oakbrook office. I focus on developing retirement income planning and other financial strategies and options for successful individuals, their families and if a business owner, their businesses, to help them address their short and long-term financial goals. I am exceptionally service oriented and stay in close contact with each client. My approach to wealth management is consultative and objective. I take the time to listen to and review client financial situations, preferences, goals and dreams and offer recommendations and implementation strategies on a wide range of financial areas designed to accurately reflect each clients income and growth expectations and goals. I follow up and evaluate the ongoing progress towards those goals. Discussions include investment management, retirement planning, estate planning and Trust services, credit and lending, risk minimization and business financial services with clients who are business owners. I work closely with my colleagues and utilize the extensive research and support within IHT Wealth Management.
I am currently a member of the St. Charles Chamber of Commerce. I have served on the board of Tri- Cities Exchange Club Foundation as their Treasurer. I am also a former member of the Aurora Rotary Club and a Board member of Indian Boundary YMCA in Downers Grove and Treasurer of the Aurora Downtown Executive Board.