Financial planning is about much more than just money; it's about helping our clients find the freedom and confidence to focus on what matters most to them.
To help clients do this, we developed HIPO® Wealth Management, our systematic planning process designed to bring every aspect of a client's financial life together into one coordinated plan. While every client is unique, our objective is the same—to help each client make informed decisions, stay focused on their priorities, and adapt their financial plan as life evolves.
My academic background reflects two things I care about deeply: getting the numbers right and communicating clearly. I earned a bachelor's degree in Accounting and Business Administration from the University of Kansas and a master's degree in Organizational Communication Studies from Purdue University. I am a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association, and serve on the board of the DuPage Estate Planning Council.
When I’m away from the office, I enjoy spending time with my wife and our children. Whether we're skiing, exploring our national parks, or simply enjoying time together, I'm reminded that life's greatest rewards aren't measured by financial success alone, but by the people, experiences, and memories we share. That belief is at the heart of why I do what I do and why I feel privileged to help clients pursue what matters most to them with greater confidence.