My focus and number one activity is retirement income planning. Which means I have the privilege of helping all kinds of people launch themselves into a satisfying post-career life – sometimes sooner than they thought possible. And then I manage the income; which means my clients have entrusted me with their monthly paychecks. This responsibility is my highest priority and provides to me my greatest satisfaction — I want to help old and new clients choose their day for a secure and worry-free retirement.
I began my career over 30 years ago as an insurance agent with New England Life and then later joined Mass Mutual Financial Group where I built a successful practice. In 1999 I obtained my credentials as a Certified Financial Planner as I believed this to be the highest standard for financial planning (I still do). In 2009 I joined Sheridan Road Financial to focus on investment management. I now see even greater opportunity for my specialty with IHT Wealth Management.
On the personal side I am a serious photographer; a long-time Chicago resident (Albany Park); and I will travel with my family to NYC for a favorite ballet. I have a beautiful wife, five wonderful daughters and a fierce Maltipoo named Loki.