I began my financial planning career in 2003 and have since dedicated my practice to educating my clients and helping them understand all the many and important aspects of financial planning.
My initial career began by helping new doctors understand the various financial strategies that would be needed as they started their careers. As I had firsthand experience doing this with my wife, who graduated from medical school shortly after I began my financial services career, it made even more sense to pass this knowledge onto others. I was beyond frustrated that there was no real help provided in dealing with the many financial issues (student loans, disability, retirement planning) that faced those individuals starting a new medical profession, so my practice became dedicated to providing this education to those individuals. This education-based holistic financial planning later became the model for all future clientele.
I joined THG Financial Strategies in January of 2018, as well as becoming Partner with SMC & Associates. This move was made to add 50 years of financial services experience and 46+ years of CPA experience to my current and future client base.
I resides in Arlington Height, IL with my wife and two children.
FINRA Registration: Series 7 & 66
B.B.A - Loyola University of Chicago, Concentration in Public Accounting and Management Information Systems.