With over 30 years of diverse business experience, I've honed my skills in Wealth Management, Portfolio Management, Executive Management, Management Consulting, and Project Management. My mission is to provide clients with comprehensive and customizable wealth management strategies, tailored to their unique needs.
In June 2012, I founded West Madison Wealth Management, an independent firm designed to serve a selective group of clients. Our company's broker-dealer, LPL Financial, has its roots in the 1989 merger of two small brokerage firms, Linsco and Private Ledger.
Before establishing West Madison, I was part of Wells Fargo's Private Client Group as a Financial Advisor and Fundamental Choice Portfolio Manager. My Investment Advisory journey began at Morgan Stanley, where I served as a Financial Advisor.
My entrepreneurial spirit has also led me to other leadership roles. I worked as the VP of Banking Products and President of Value Card Services, LLC, a division of VoiceCue Technologies, Inc. I also founded MMP Consulting Group, Inc., where for 9 years we provided Project Management and Management Consulting services to Fortune 500 companies.
Earlier in my career, after college, I worked in the IT industry as a consultant. An opportunity with Discover Card evolved into a permanent position as a project manager, and eventually as a Systems Manager. I was proud to be part of an 8-person technical team selected for an initiative to enable Sears to issue and process Visa and MasterCard under "Prime Option Services."
I hold a BA in Computer Science and Business Administration from DePaul University in Chicago and completed the CERTIFIED FINANCIAL PLANNER™ program at Northwestern University School of Professional Studies.
Currently residing in Lake Forest, I'm actively involved in several civic organizations. My true passion lies with Econ Illinois, a non-profit founded in 1951, committed to enhancing financial literacy for K-12 students. It's all part of my dedication to building bridges and empowering others with the tools for financial success.
I have FINRA Series 7 and 66 security registrations with LPL Financial for the states of AR, AZ, CA, DE, FL, IL, IN, LA, MI, MN, NV, NY, PA, TX, WI.
Insurance Licenses: AR, IL, LA, MI, NY, PA, WI.
Registered as IAR in the following states: IL
Designations: CEP, MCEP, CEPA