Chicago, IL
+1 630.705.2109

Areas of Focus: Investment Advisory and Portfolio Management

• Provides broad-based financial planning and investment advice to help clients create, grow, preserve and distribute their wealth
• Specializes in the selection of investment vehicles and the application of risk-adverse strategies for high-net worth individuals, closely held businesses, corporate retirement programs and pension plans
• Proposes strategies to improve the overall quality of corporate 401(k) plans to include selecting providers, recommending investments, supervising implementation and managing client relationships
• Prior to joining Mesirow Financial, worked for Merrill Lynch providing investment management advice and services to affluent families, business owners and high net worth individuals
• Accredited Investment Fiduciary^® designee (AIF^®)

• B.A., Marquette University

• Marquette University Alumni Club of Chicago, member
• Fenwick High School Young Alumni Club, member
• Big Shoulders Fund, Auxiliary Board member