Strategy - Vision - impact
What I love about being a financial professional is that I partner with clients to create a roadmap towards achieving financial goals. While I could say that I love to work with small business owners, families with young children, and people that are passionate about impact, I think its much more than just what I do. It's who I am. A family man with young children that runs a business passionate about impact.
Whether or not we realize it, we make important financial decisions everyday. The work I do guides the important decisions you make every day to be impactful towards your goals. The end result allows for dreams to become goals, and goals to be sought after, and often attained.
My core belief is that if I can guide clients on even one financial decision they are better off because we focused on what they value. It makes me excited to meet you and the people you care about.
Education and Accomplishments
FINRA Series 63 Uniform Combine State Law
FINRA Series 6 Investment Company Products/Variable Contracts Representative
Life and Health Insurance License
B.S Biblical Studies - Moody Bible Institute
Community Involvement
Cub Scout Den Leader - Pack 141 - Sycamore, IL
Student Ministry Facility Team Leader - Compass Church - Naperville, IL
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future. As a fraternal, we are dedicated to enriching the lives of the people we serve. The generosity of our company allows for its members to enrich the lives of others.
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Location
Geneva Office
- Phone:
- 815-761-1337
Hours
M – F: 7:30am-5:30pm