Chicago, IL
+1 312.595.6015

Area of Focus: Life and Disability

• Specializes in life and disability insurance planning for high net worth individuals, business owners, and key executives
• Extensive experience in estate planning, executive compensation and business succession planning. Also specializes in high limit disability income coverage for physicians, executives, and amateur and professional athletes
• Prior to joining Mesirow Financial in 1997, was vice president at Near North Insurance Brokerage and a partner in a fee based financial planning firm
• Has held a Certified Financial Planner™ designation since 1991
• Holds Series 7 and Series 63 FINRA licenses

• Featured in Worth magazine's "Leading Insurance, Wealth & Legal Advisors Program" in 2011 – a vetted venue for top insurance, wealth and legal advisors
• Million Dollar Roundtable, Top of the Table and Court of the Table qualifying member

• B.S., Marketing, Millikin University

• Million Dollar Round Table, member
• Northwest Suburban Estate Planning Council, member
• Cystic Fibrosis Foundation, charitable supporter
• Prospect High School Athletic Booster Club, former president
• National Association of Insurance and Financial Advisors, member since 1986