On the business side:
Been with MMA since 2016
What kinds of clients do you serve? In what industries?
Families, individuals and small businesses
Where did you go to college?
University of Illinois
Other licenses or certifications? CFP, CFA, Series 7,63,65
Membership has its privileges:
DuPage Estate Planning Council, CFA Society of Chicago
What community or service organizations are you involved in?
Wheaton Lions Club, Wheaton Park District Board of Commissioners, College of DuPage Foundation
On the lighter side:
When I’m not working, I like to… lift weights, read history, cook, and listen to music
When it’s tax season or I’m dealing w/ pressing deadlines, I always make sure I…
Steer clear of the accountants
Where I’d go if I could go anywhere on vacation…
I’d rent a villa in Tuscany and hire a chef
My “posse” includes…
My wife, two kids and the esteemed members of the Good Times Supper Club
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