I started this practice in 2026 with one goal — to make financial planning something ordinary people can actually use.
My passion for finance and investing began in college. In Professor Sinow’s class at the University of Illinois at Urbana-Champaign, I learned how to prepare myself for life’s big financial decisions – buying a home, selecting insurance coverage, building an investment portfolio, tax planning, saving for retirement, and even estate planning. Equipped with that knowledge, when I left college I felt confident that I had all the tools I needed for financial success.
For the next two decades I built a career in financial consulting. For most of that time I performed financial analysis for large corporations involved in class-action lawsuits. The work was challenging and fast-paced, but it ultimately left me feeling unfulfilled.
Meanwhile, in my personal life, I was using what I knew to help family members with the challenges they faced – filing taxes, investing for retirement, the ordinary decisions everyone runs into. I recognized how fortunate I was to have learned everything I did in college, and how uncertain and confused many people are in this area of their lives.
In 2026, I took a leap of faith. I quit my job and started this financial advisory business with the goal of making finance accessible to everyone – helping people understand where they stand, how their money can grow, and how a sound plan can get them where they want to be.
As I help my clients through those decisions, my constant focus is on education. My goal is to give my clients, and anyone who reads what I write here, the knowledge to manage their own money confidently – without feeling lost, confused, or intimidated.
Series 65 — Uniform Investment Adviser Law
State of Illinois · since August 2026
#341344
#8238003
You can look all of this up yourself, for free, on the SEC’s Investment Adviser Public Disclosure site. I’d encourage you to do that for any advisor you talk to, including me.
I treat all my clients with the same care I would my own family. That means always putting your interests first, choosing only investments I would invest in myself, and never drawing a fee or commission based on the investment choices I recommend.
I will always make you aware of the risks associated with investing. I’ll provide regular updates so you always know how and where your money is invested. And I use a transparent fee model – detailed invoices for any fees, and payment taken only with your explicit consent.
Whenever you reach out to me, I promise to get back to you as soon as I can. I never want you to feel like you’re alone when facing an important financial decision.
My goal is not to be your financial advisor for life, but to give you the tools you need to manage your own money one day. It’s also why I’m committed to supporting low-income clients pro bono, with a focus on helping them build healthy financial habits.
Everyone’s financial situation is different, and some are far more complex than others. I won’t charge you using a one-size-fits-all approach. My fees are personalized to your circumstances and what you actually need.
I believe finance can work for everyone, and I accept clients from all walks of life. Whether you’re a young adult just starting your financial journey or someone close to retirement who’s worried they’ve missed their opportunity, it’s never too early or too late to start building a better future for yourself and your family.
I also take on a number of clients each year pro bono. The people who stand to gain the most from sitting down and making a plan are often the ones least able to pay someone to help them do it, and I’d rather do that work than not.
Whether you’re just starting out or you’re worried you’ve missed your chance, the next twenty minutes are free and there’s nothing to prepare.
