Oakbrook Terrace, IL
+1 630.705.2088

Areas of Focus: Investment Advisory and Portfolio Management

• Delivers investment and risk management strategies for affluent individuals, corporations and institutions
• Works with clients to develop customized investment portfolios that respond to short- and long-term goals
• Emphasizes personalized reviews to monitor progress toward client goals
• Maintains more than 15 years of experience in the financial services industry
• Joined Mesirow Financial in 1993
• Passed Illinois Bar Exam, 1994
• Holds Series 7, 63 and 65 licenses, as well as an Illinois insurance license for life, health, and disability
• Accredited Investment Fiduciary^® designee (AIF^®)
• Passed Certified Public Accountant (CPA) exam, 1986
• Certified Financial Planner™(CFP^®)

• Named one of Chicago Magazine's "2011 Five Star Wealth Managers" for the second year in a row as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
• Article and Note Editor, DePaul Law Review

• B.S., University of Alabama
• J.D., DePaul University College of Law