How I like to do Business:
Helping others to grow;
Building Trusting Relationships;
Resolving Challenges that Financial Advisors otherwise cannot surmount.
About my Experience:
Over 22 Years in the Financial Services industry as both a Financial Advisor and Field Leader; Launched careers of hundreds of advisors; Helped multitudes of clients pursue financial goals.
Trained as a Nuclear Propulsion Engineer at the US Naval Academy – (BS in Systems Engineering);Officer on a Submarine;
I live on a farm that produces eggs and honey. I’m also President of the Cook Dupage Beekeepers Association, and VP of the Illinois State Beekeeping Assn. My family consists of four daughters, and the woman of my dreams, Kimmie. (Not to mention the 2 Horses plus Zeddie, Beaver, Hunter, Kelbie, and Tucker the turtle!)
Lisle Branch Office: 630.245.1156
Chicago Branch Office: 312.332.6306
Elgin Branch Office: 630.339.8171
Investing involves risk, including the potential for loss of principal.
Waddell & Reed is not affiliated with any other entities referenced herein. 02/18