I am a well-read, conscientious Investment Advisor with uniquely blended experience and certifications from both the securities and insurance industries. Trusted and often recommended by clients, friends and family, my previous experience includes working for highly respected firms as well as founding several companies. I have intensely felt the joys and pain of my clients as I’ve helped steer them through market swings over the past 35 years. This included the 22% one day stock market drop in 1987, the overly-inflated market of the late 1990’s and the 2008 global market depression.
University of Chicago Booth School of Business