I’m a native Illinoisian, University of Illinois graduate, husband and father. I hold a bachelor’s degree and two master’s degrees. Like many of you, I started my career with the goal of climbing the corporate ladder. Yet, there has always been a pull on me towards the financial services. Much of my free time has been spent learning about financial services products, monitoring related news and observing the impact of major events on the industry. It is where my passion lies. Utilization of this passion to help others sort through the various decisions involved in developing and achieving financial goals is what excites me about being a Financial Professional.
For many people, the financial industry is NOT that interesting. In fact, the mechanism for dealing with complicated financial decisions is often avoidance. Believe me, I understand. You have family, your profession, hobbies, relaxation activities, home maintenance, etc. that compete for your time daily. It’s no wonder why you haven’t taken the time to dive into the intricacies of personal finance.
Now that I have joined Rethink Wealth, I can help. With resources at my disposal, in short order I can assist with the creation of a financial path that will address your most pressing financial concerns (you know the ones that you think about when you lie in bed at night). I know you work hard for your money. Let’s try to develop a strategy so that it works for you also.
Outside of work, my wife Cleopatra (a longtime healthcare professional) and I like to travel, try various restaurants, attend concerts and comedy shows, spend time with family and occasional binge a good streaming series. We also like to socialize within the community. I'm a huge basketball fan and a moderate football fan. Go Illini! Go Steelers! Go Lakers! Since I now live near Austin TX, I should add Go Longhorns! Go Spurs!
It is my mission to help you define and try to resolve your financial concerns. Contact me to discuss how I may be of service to you and your family.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.