400 South County Farm Road
Wheaton, IL 60187
Toll Free: 877-692-8076
My Professional Approach
With over 30 years of experience in the financial services field, my approach has consistently been to present alternatives to my clients in a simple, understandable way so that they can make a good decision towards achieving their goals. Today’s products can be complex and tax implications can be confusing but my commitment to serving my clientele has remained constant. My goal is to help my clients become more financially successful than they would without my services.
Presented with an opportunity to join Benjamin F. Edwards & Co. and the Hanson-Fisher Wealth Management Group, I made a decision to join both in November 2013. My professional objective has always been to serve individuals and business owners and my affiliation with Edwards and the other members of the Hanson-Fisher Wealth Management Group has enhanced my ability to do that. The breadth of experience and expertise of the other group members, as well as the larger support staff that my clients and I have available are valuable in my ability to serve my individual and business clients.
My wife and I are long-term Wheaton residents and have three grown children. When I’m not working, I enjoy biking, playing tennis and traveling. In addition, I’m a member of Wheaton Bible Church where my wife and I attend and serve.
Areas of Concentration
- Retirement Income Planning
- Mutual Fund Wrap Accounts
- Qualified Retirement Plan Options for Employers
- Fixed Income
Education and Credentials
- Northern Illinois University, Bachelor of Science Degree in Education
- Chartered Life Underwriter (CLU), 1988
- Chartered Financial Consultant (ChFC), 1988
What is a CLU®? A CHARTERED LIFE UNDERWRITERTM, or CLU®, designation from The American College indicates that the holder has completed a rigorous course of study that addresses insurance planning, estate and retirement issues, and risk management. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 30 hours of continuing education training every two years.
What is a ChFC®? A CHARTERED FINANCIAL CONSULTANT®, or ChFC®, designation from The American College indicates that the holder has completed a rigorous course of study that addresses all aspects of financial planning, with a focus on the practical applications of those principles. Additionally, individuals must pass an end-of-course examination on after each course, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 30 hours of continuing education training every two years.