Highland Park, IL
+1 847.681.2301

Areas of Focus: Wealth Management, Portfolio Management, Investment Advisory Services

• More than 40 years of industry experience; joined Mesirow Financial in 1965
• Certified Public Accountant (CPA)
• Fully licensed in insurance and securities

• Featured in Worth magazine's "Leading Wealth & Legal Advisors Program" – a vetted venue for top wealth and legal advisors.

• B.A., University of Illinois

• Securities Industry Association, past board member
• SIFMA CEO Round Table, past member
• SIFMA Regional Firms Committee, past member
• SIFMA Central States District Committee, past member
• The Standard Club of Chicago, past president and member of board of directors
• Green Acres Country Club, past president and board member