- Since 2012, a Financial Advisor with Morgan Stanley (2014-2017), MassMutual (2012-2014), and independent RIAs (2017-2019).
- 20 years' experience in derivatives
- As a derivatives trader, broker, and finance officer (reporting to Financial Services Authority the UK Regulatory body, 1996-2001).
- Spent 15 years in London (1994-2009); gained an international perspective on global economy and international companies.
- Traded on first electronic exchanges in US and Europe (Globex, Eurex)
- Started career in commercial real estate development as an accountant (1987-1991).
- Bachelor of Science, Accounting Lehigh University
- Certified Public Accountant, 1989 (currently registered)
- Certificate in Horticulture, Royal Horticulture Society, London 2002
- PADI Assistant Instructor, (inactive), 1990-1996
- Co-Chair Financial Planning Forum, Illinois CPA Society, 2013-present
- President, Professional Community Connections - Business Network Intl., 2018-2019
- Board Member, Lake Forest Symphony, 2018-present
Financial Plan in 10 Minutes
This concise overview allows you to see where you stand financially and identify immediate opportunities for improvement.