When you think about your finances, do you:
  • Feel unsure when making major financial decisions?
  • Suspect you would feel relieved if you knew you won’t run out of money during retirement?
  • Feel skeptical because so many advisors are hiding their true agenda?
  • Wonder if a financial advisor will ever get where you’re coming from?
You’ve arrived at the right place.

I specialize in helping clients feel calm, confident and in control of their finances. And because I don’t accept commissions, you can be sure that my advice is serving your money needs, not my own.

Located in the Lakeview neighborhood, I provide financial planning to clients in Chicago, IL and in other parts of the country, over the phone and Internet.

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And recently added:
My take on the debt ceiling crisis is to hold tight and have an net worth
allocation that is most appropriate for you.

For a humorous take on the situation check out Ken Robinson’s video
It Won’t Go to Zero. He created this rap about the stock crash in 2008, but
I think it applies to the current situation as well.

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Wow, I was awarded a Five Star Wealth Manager in 2010. The award, which places me in the top 7% of the profession, is based on client satisfaction and a host of other factors.



The latest Financial Focus includes:
Why Your Working Teen Needs a Roth IRA
Wake-up Calls for Disaster Planning
What to Keep? What to Toss?
Simple Credit Card Strategies

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Who isn’t trying to lower their stress? Check out a two specific ideas how...

Nicole Rohr interviewed me for her article, “Five tips for avoiding advertising pressure online.”

Are we approaching the bottom of the real estate market? Check out my thoughts and what the Wall Street Journal has to say.


Fee-only Financial Advisor in Chicago, Illinois | 773-404-9344