Senior Vice President–Wealth Management
The stock and bond markets can be like Chicago weather; if you don't like them at the moment, just wait around and they will change. What I enjoy most about long-term financial planning is the privilege to help clients I care about work toward their goals through thick and thin.
After receiving degrees from the University of Illinois and Northwestern University, I worked in the fields of banking, insurance, and securities since 1986. I was licensed about 30 years ago and have seen three of the worst bear markets of the last century. I believe that one can avoid a lot of sleepless nights by proactively managing the peaks and troughs of the market. Proper diversification and a trusting client relationship bode well for achieving long-term goals in an appropriate fashion.
Over 12 years ago, I formed a wealth management team with Jack Keller and Patty Roels. Together, we have over 75 years of experience delivering personalized service to our clients. As a father of four young children, I plan on having the pleasure of serving for quite a while longer.
Education
Credentials
Senior Vice President–Wealth Management
The stock and bond markets can be like Chicago weather; if you don't like them at the moment, just wait around and they will change. What I enjoy most about long-term financial planning is the privilege to help clients I care about work toward their goals through thick and thin.
After receiving degrees from the University of Illinois and Northwestern University, I worked in the fields of banking, insurance, and securities since 1986. I was licensed about 30 years ago and have seen three of the worst bear markets of the last century. I believe that one can avoid a lot of sleepless nights by proactively managing the peaks and troughs of the market. Proper diversification and a trusting client relationship bode well for achieving long-term goals in an appropriate fashion.
Over 12 years ago, I formed a wealth management team with Jack Keller and Patty Roels. Together, we have over 75 years of experience delivering personalized service to our clients. As a father of four young children, I plan on having the pleasure of serving for quite a while longer.
Education
Credentials
Senior Client Associate
I started in the industry in 1983. I began my career working in the operations area and eventually advanced to the Operations Manager position. After realizing my true passion was working directly with clients, I made the transition to working with financial advisors as a Client Associate.
I joined Kirk and Jack's team during my 18 years at Smith Barney, and we moved to UBS in 2005. I have since obtained my Series 7 and Series 63 licenses, bringing me to my current role as a Senior Registered Client Associate.
I grew up and currently reside in the south suburbs of Chicago and have two adult children, Courtney and Josh.
Senior Client Associate
I started in the industry in 1983. I began my career working in the operations area and eventually advanced to the Operations Manager position. After realizing my true passion was working directly with clients, I made the transition to working with financial advisors as a Client Associate.
I joined Kirk and Jack's team during my 18 years at Smith Barney, and we moved to UBS in 2005. I have since obtained my Series 7 and Series 63 licenses, bringing me to my current role as a Senior Registered Client Associate.
I grew up and currently reside in the south suburbs of Chicago and have two adult children, Courtney and Josh.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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