About

Let my journey help you on yours

My path to Wealth Management has been unconventional

I took a different path into this profession. I earned an undergrad degree in accounting and MBA from Northwestern University. I worked as a practicing CPA until taking over the family business. My grandfather started Sam's Wines & Spirits and from humble beginnings we became one of the highest grossing single store beverage operations in the nation.


I served as Chief Financial Officer and President from 1990 until 2007, when I felt it was the right time to sell the business. That experience ended up being the catalyst that drove me into this business.

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SELLING MY BUSINESS WAS THE CATALYST FOR BECOMING AND ADVISOR

Over time these principles have guided my business

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INDEPENDENCE

As Fiduciary, I am required to put your interests first. As a former business owner, I’m used to that.  It used to be wine, now it’s my client’s finances. Both should leave a good taste.

SIMPLICITY

My clients often tell me that what they like most about me is that I speak plainly. I tell people what I think and they quickly come to understand that I will protect them. There aren't many fancy words in my vocabulary!

EDUCATION

I love to speak to people and groups, though it’s often past my bedtime. It’s just part of my personality. I like helping people. Plus I truly believe that education is critical to you creating financial success for yourself!

HUMOR

You will find that I'm deadly serious about you getting financial STRENGTH now, but life is too short to be serious the rest of the time!

Why I feel I'm good at helping people!

Well, I’ve run the gamut with respect to personal wealth in my life and I’ve learned a lot about money and happiness. Here’s what I know: wealthy people operate from a position of extraordinary STRENGTH when it comes to their finances. They have advantages that afford them a level of comfort and security that others have a harder time achieving. The reason I love helping “Everyday” middle-income people is because I feel, in many ways, the deck is stacked against them.

Marathon running is a wonderful metaphor for financial planning

With marathon running, when you go to the race, to have a good day it’s actually a combination of factors that help you be successful. It’s certainly the training, the nutrition, it’s wearing the right shoes, it’s getting enough rest, knowing the course and planning ahead. There’s no one thing, they all must work together. And if you do most of the things correctly, but forget one key part, you’re going to have a bad day.It's the same with your retirement plan!


Yes, that's me the night before Boston and, yes, I did run the next day!

And if you do most of the things correctly, but forget one key part, you’re going to have a bad day.It's the same with your retirement plan!

Meet the family!

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