Highland Park, IL
+1 847.681.2385

Areas of Focus: Financial Planning and Wealth Management

• Specializes in providing comprehensive financial planning and investment advisory services to individuals, families, closely held businesses, qualified plans and not-for-profit entities
• Member of The Engle/Fyffe Advisory Group, which manages approximately $225 million in assets
• Works with clients to help them accumulate, manage and protect their wealth
• Joined Mesirow Financial in 2004, and has more than 12 years of experience in financial services
• Previously worked in the wealth management group for a large national banking institution and the corporate finance division of an international financial services firm
• Accredited Investment Fiduciary^® designee (AIF^®)
• Holds Series 7 and 66 FINRA licenses, as well as life and health insurance licenses
• Mesirow Financial Shareholder

• Named one of Chicago Magazine's "2011 Five Star Wealth Managers" as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
• Featured in Worth magazine's "Leading Wealth & Legal Advisors Program" – a vetted venue for top wealth and legal advisors.

• Recipient of the firm's 2010 Norman Award for Business Development; named after the firm's founder Norman Mesirow, the award recognizes outstanding employees for their achievements and contributions in categories the firm has identified as critical to the firm's client relationships and culture

• B.S., University of Illinois at Urbana-Champaign
• M.B.A., University of Illinois at Urbana-Champaign

• Jewish Community Centers (JCC) of Chicago, board member
• Standard Club of Chicago, board of directors
• University of Illinois, Dean's Business Council and Business Young Alumni Committee, member
• Bryn Mawr Country Club, member