I have been helping clients pursue their financial goals for over 38 years. I received a Bachelor of Science in Finance degree from Northern Illinois University in 1982 and have been a CERTIFIED FINANCIAL PLANNER™ since 1993.
I live in the Rochelle area with my wife Tracy, son Chad and cat Patton! We enjoy eating out and spending time with friends and family. Our son Chad is currently attending Kishwaukee College. We love to travel and especially enjoy Siesta Key, Florida and our National Parks! Chad and I once in a while sneak off to a Cubs or Packers game as well.
As an active member in our community, I have served on the board of the following worthwhile organizations:
- Faith Lutheran Church of Rochelle
- United Way of Rochelle
- Lutheran Outdoor Ministries Center
- Northern IL Synod of the ELCA
- Rochelle Rotary Club
- Rochelle Community Hospital Association
- Greater Rochelle Economic Development Corp.
I am currently serving as a board member for Sinnissippi Centers and The Flagg Rochelle Park District Board.
I specialize in helping you with: Retirement Income planning, Pre-retirement planning, 401(k) distribution options, helping widows transition, and comprehensive wealth management.
Odyssey Wealth Services and LPL Financial are not affiliated with any of the above named entities.