What I enjoy most about financial planning is helping people make sense of important decisions that rarely fit neatly into one category.
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As wealth grows, the questions often become more interconnected. Taxes affect investment decisions. Estate planning can influence how assets are owned and transferred. Charitable giving can affect both taxes and family planning. Retirement decisions can shape what ultimately remains for the people and causes you care about.
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That’s where good planning can make a real difference.
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My work focuses on helping individuals and families who have built meaningful wealth make coordinated decisions around estate planning, tax planning, wealth protection and risk management, charitable giving, retirement and investment planning, and tax-efficient wealth transfer.
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I want clients to feel that they have someone who understands the broader picture, can help them think through the tradeoffs, and is there to help when an important decision comes up.
Credentials
​I hold the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®) designations. I am also a candidate for the Certified Financial Planner (CFP®) certification, having completed the required education coursework and currently preparing for the exam.
Sharing Knowledge
I’ve always enjoyed making complicated financial topics easier to understand.
Through my YouTube channel, I share practical insights on estate planning, taxes, wealth protection, charitable giving, retirement, investing, and wealth transfer.
I’m also the author of the book The Resolute 401(k) Participant, written to help people understand and manage the decisions surrounding their retirement savings.
Local Impact
As a board member of the Nordson Green Earth Foundation, a 501(c)(3) nonprofit organization, I support initiatives that promote greenspace equity across the Chicagoland area, including projects using the Miyawaki method to create dense native forests in underserved communities.
Favorite Quote
"It always seems impossible until it's done."
Nelson Mandela.