For more than 40 years, I have enjoyed helping families get their financial house in perfect order. By taking a partnership approach, I can help clients through various stages of life and evolving financial goals. I spent the bulk of my career leading the trust department team at First National Bank of LaGrange. I work with families, business owners, and retirees to help them become and remain financially independent so they can concentrate on what brings them joy.
I feel it’s important to give back to the community. I served for over 30 years on the Board of the Glen Ellyn Youth and Family Counseling Agency and for 10 years on the Board of the Leadershop, both in a variety of leadership positions. In addition, I am a past member of Kiwanis and a current member of Rotary.
I graduated from the University of Illinois with a B.A. in History. I graduated from John Marshall Law School with a Juris Doctor degree.
I live with my wife Joy in Evanston and are near our two sons and two grandchildren. Being a grandparent is much more fun than I ever imagined! I enjoy semi-retirement and remaining involved in my client relationships at Black Diamond Planners.
I enjoy the outdoors, especially hiking, biking and skiing. Joy and I also love to travel. Our special passion is visiting and enjoying our national parks. We have visited 45 of the 61 national parks, and one of our life goals is to visit the rest.
Please call me at (630) 216-4231 if you would like to discuss the possibility of working together.