I've been in the business since 1977 and have worked for a variety of financial services companies, brokerage houses and boutique financial advisors. I've had the privilege of collaborating on wealth management strategies at Neumann Capital since 2002.
Comprehensive financial planning is my forte, along with reviewing estate plans, tax returns, and insurance policies. I also oversee the daily operations of the firm. Our clientele is exceptional, and I love creatively exploring different paths to help them live the life they've imagined.
I have a soft spot for the ballet, impressionist paintings, classical music, and movies. I also love traveling and eating chocolate, ideally in that order.
Education & Affiliations:
CERTIFIED FINANCIAL PLANNERTM
Finance Major at DePaul University
Member of Financial Planning Association (FPA)