Bio
I am a behavioral financial advisor at Sikich, a leading professional services firm that offers comprehensive wealth management solutions to individuals and families. I have over 20 years of experience in risk management and financial planning, and I hold the FINRA Series 6, 7, 63 and 65 licenses as well as life and health insurance licenses.
My mission is to help my clients achieve their financial goals and aspirations, by providing personalized, knowledgeable, and holistic advice. I understand the needs and priorities of business owners and professionals, as well as the challenges and opportunities they face in today's complex and dynamic environment. I work with a range of industry leaders, innovators, and entrepreneurs and their family members, devising tailored strategies and tactics to preserve, grow, and transfer their wealth effectively.
As part of the Sikich team, I have access to a network of experts who specialize in various areas of financial services, such as retirement and tax planning, risk and asset management, estate and trust planning, and philanthropic giving. I collaborate with them to deliver comprehensive and integrated solutions that support my clients' financial needs throughout their life. I also leverage the latest technology and tools to enhance my client service and communication.
I am passionate about helping my clients make informed and confident financial decisions, based on their values, motivations, and goals. I use a behavioral approach that incorporates insights from psychology and neuroscience to understand how emotions, biases, and preferences affect financial behavior and outcomes. I help my clients overcome these challenges and optimize their financial well-being.
Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please do not use email to facilitate orders to buy or sell securities as they will not be honored.
