Bio
My focus and passion is to help our clients strive to get their financial house in perfect order. In fact, we have created HIPO™ Wealth Management, our systematic process to help us work towards this ideal for each of our clients. I love the work of designing, implementing, reviewing, and updating financial plans.
I earned a bachelor’s degree in Accounting and Business Administration from the University of Kansas, a master’s degree in Organizational Communication from Purdue University, and I am a CERTIFIED FINANCIAL PLANNER™.
I am a member of the Financial Planning Association and DuPage Estate Planning Council.
In addition to work, I greatly value spending time with my wife and our three children. Some of my favorite activities include helping people, listening to audio books on the go, daily exercise, snow skiing, and visiting national parks.
Please contact me at (630) 541-8827 if you would like to discuss the possibility of working together to bring clarity to your financial life.
