Financial Advisor, Senior Vice President
CurrentIHT was recognized in June 2017 as being in the Top 300 Registered Investment Advisory Firms by the Financial Times. This places IHT in the top 1%. With over 25 years experience in the financial services industry I joined IHT, a private, independent wealth management firm headquartered in Chicago, in the Oak Brook, IL office. I focus on developing and implementing financial strategies and solutions for successful individuals and their families to help them meet their short and long-term financial goals. Retirement income planning or managing the risks of Long Term Care expenses are examples of the strategies I often help clients with. I am exceptionally service oriented and stay in close contact with each client. My approach to wealth management is consultative and objective. I take the time to listen to and review client financial situations, preferences, goals and offer recommendations and implementation strategies on a wide range of financial areas designed to accurately reflect each client’s income and growth expectations and goals. I follow up and evaluates the ongoing progress towards those goals. Discussions include investment management, retirement planning, estate planning and Trust services, credit and lending, risk minimization and business financial services with clients who are business owners. I work closely with my colleagues and utilize the extensive research and support within IHT Wealth Management and LPL Financial. I am currently a member of the St. Charles Chamber of Commerce. I have served on the board of Tri- Cities (Batavia, Geneva, St Charles, IL) Exchange Club Foundation as their Treasurer. I am also a former member of the Aurora Rotary Club and a Board member of Indian Boundary YMCA in Downers Grove and Treasurer of the Aurora Downtown Executive Board. I am a long term resident of the Fox Valley area residing in St Charles, IL. I
