About My Practice
Mission Statement: To provide our clients with financial peace of mind through a trusting advisory relationship
Our Commitment:
* To seek a comprehensive understanding of your dreams and values
* To design effective financial strategies
*To implement personalized solutions
* To track progress and make tactical adjustments through an ongoing personal relationship
Experience
1999 - Present: Financial Advisor, Ameriprise Financial Services, Inc., Glenview, IL
1996 - 1998: Research Analyst, Salomon Brothers International, London, UK
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: AZ,CO,IA,IL,IN,LA,MO,MS,NJ,OH,SC,TX, Health/disability insurance: AZ,CO,IA,IL,IN,LA,MO,MS,NJ,OH,SC,TX, Fixed annuities: AZ,CO,IA,IL,IN,LA,MO,MS,NJ,OH,SC,TX, Variable annuities: AZ,CO,IA,IL,IN,LA,MO,MS,NJ,OH,SC,TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
