I have recently joined the Odyssey Wealth Services team as a Wealth Advisor and look forward to creating new relationships and expanding Odyssey Wealth Services. I received my bachelor’s degree from Eureka College in Business Administration in 2016. I hold my FINRA Series 66 & 7 certification and have since expanded my certifications in the Trust and Wealth Management fields from Cannon Financial Institute. I will graduate from the Cannon Trust School early next year.
I am a lifelong resident of the Illinois Valley and currently reside in Spring Valley with my girlfriend and our two dogs, Theo and Jagger. I love my Chicago sports teams, especially the Cubbies but when I cannot watch them, I have to be outside, either enjoying beautiful Matthiessen and Starved Rock State Park or playing a round of golf. Family is also very important to me and even though I do not have any kids myself, I love to spend time with my nieces and nephews playing video games or teaching them a thing or two on the court/field.
I specialize in helping you with; comprehensive wealth management, pre-retirement planning, as well as 401(k) and IRA distributions.