My approach to investment management uses over 30 years of experience in the finance industry, including an institutional market maker on the CBOE floor, combined with a focus on mitigating risk. As an independent advisor, with back-office services through The Investment Center, there are no corporate ties. This means I am able to think independently, with no obstructions or biases and provide advice based on my clients best interest. I take my responsibility as your fiduciary advisor seriously. How I help... As an engineer by degree I am a problem solver, and by working with you in a collaborative way, I help you reach your financial goals. By discussing your investment management choices, I empower you to feel comfortable with your investments and plan, and help you develop the confidence necessary to make important financial decisions. My method of investment management helps me keep your investment expenses as low as possible, and your risks appropriate to your specific circumstances. When appropriate, I use hedging strategies to help reduce portfolio volatility. Who you are I work with many small business owners, including doctors and engineers. Modern technology allows me to be location independent but many of my clients are in the Greater Chicago, IL and Michigan area. Outside of work My family and I live just outside Chicago. I am blessed with three smart, beautiful kids - Kevin a computer engineer, Jennifer a junior at Knox College, and Jeffrey who is a freshman at the University of Iowa. And just in case you were wondering Michigan State is my team Go Spartans! 