Chicago, IL
+1 312.595.6162

Areas of Focus: Investment Advisory and Portfolio Management

• Develops and manages investment portfolios tailored to the short- and long-term financial goals of high-net worth individuals and their families
• Specializes in building investment programs that integrate all areas of financial planning, including insurance, estate planning, education planning, retirement preparedness and tax management
• Maintains more than 25 years of investment management experience
• Previously served as an in-house financial consultant for the Mayo Clinic in Rochester, Minnesota, providing financial advisory and investment management services to nearly 300 physicians
• Certified Financial Planner^® (CFP^®) professional
• Accredited Investment Fiduciary^® (AIF^®) designee

• Has authored numerous investment-related articles for the Journal of Contemporary Surgery

• J.D., Western New England College School of Law
• L.L.M. in Taxation, Boston University
• B.S., University of Wisconsin at Madison