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Chicago Area Financial Planner

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Financial Planning Made Effortless

Comprehensive Financial Planning

This service is best suited for individuals in their 30’s, 40’s and 50’s with an emphasis on assets accumulation, debt management, and college planning.
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Comprehensive Retirement Planning

This service is best suited for individuals approaching retirement within the next 5 years or who are already retired with an emphasis on generating retirement income, minimizing income tax liability, and maximizing Social Security and Medicare benefits.
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Wealth Management

This service is best suited for individuals seeking a holistic approach, combining financial planning and investment management.
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Schedule an Introductory "Fit” Meeting

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

— WARREN BUFFETT

I am a fee-only, fiduciary, Certified Financial Planner™️ practitioner and I help people plan their retirement, protect their nest egg, reduce their tax liability, and avoid challenges.

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Having worked as a financial planner since 2012, I primarily advise clients who are business owners, medical professionals, and retirees. My specialties include working with individuals approaching retirement to establish a strategy to turn their assets into a reliable stream of tax-efficient retirement income.

My wife is a nurse practitioner at Advocate Lutheran General Hospital in Park Ridge, Illinois. Over the years, I have learned how to maximize her employee benefits while learning about the unique challenges people in her profession face. In my free time, I love to spend time with my family, work out and make food.

Our Process

Initial Consultation

We will assess a mutual fit, build rapport, and share more information about our firm and pricing to plan next steps.

Discovery Meeting

Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objectives.

Get Organized Meeting

We will collect any necessary information while helping you sort through your financial lives and get organized.

Explore Possibilities Meeting

Analyze and evaluate your current financial status together using SWOT analysis, our financial planning software, and any additional tools that may be needed.