
Managing Partner, Private Wealth Management
“True confidence in wealth management doesn’t stem from flashy promises or sales tactics. It is built through dedicated, unbiased, and independent advice that cannot be bought or sold. Our role is to provide a clear path to financial clarity and decision-making that empowers families to achieve their unique visions.”
High Net Worth & Ultra High Net Worth: Business Owners, Executives, Retirees
Liquidity Events & Business Exit Planning
Retirement & Goals Based Planning
Intergenerational Wealth Management Strategy
Estate, Investment and Philanthropic Goal Alignment
Divorce Planning
Widow/Widower Financial Planning
University of Illinois Urbana-Champaign, Bachelor of Science (B.S.) Finance
University of Illinois Urbana-Champaign, Bachelor of Science (B.S.) Business
Institute for Divorce Financial Analysis, Certified Divorce Financial Analyst (CDFA)
Northwestern University, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Center for Fiduciary Studies: Accredited Investment Fiduciary (AIF®)
College for Financial Planning, Accredited Wealth Management Advisor (AWMA®)
InvestmentNews, Top Advisor (2025)
InvestmentNews, Hot List (2024)
Family Wealth Alliance, Young Professional Award Recipient (2022)
InvestmentNews, 40 under 40 List (2021)
McHenry County Business Journal, Best Under 40 (2013)