I began my career as a financial consultant at Bear Stearns in 1998. In 2001, I joined Howard Klieger’s group at Oppenheimer and Company. In September 2003, I left Oppenheimer with Howard to join RBC Wealth Management. On December 7 2018 I left RBC to begin Walled Lake Planning and Wealth Management. I attended Ohio State University and graduated from the University of Illinois at Chicago in 1998 with a Bachelor of Arts degree in economics and minor in religious philosophy. I hold the Series 7, 63, and 65 licenses, and CFP certification. I lead the group’s efforts in developing sound planning processes for our clients. My wife and I reside in the city of Highland Park. We have three children and are very active in our community. I sit on the board of the Art Center of Highland Park and The Highland Park Early Learning Center. My interests include sports, reading, photography, and art.