For over 16 years, I’ve been lucky enough to enjoy a career that allows me to help people pursue their life goals. As a financial advisor, my career centers around building trust and nurturing long-term relationships with hard-working young professionals and multi-generational families, while also ...more

For over 16 years, I’ve been lucky enough to enjoy a career that allows me to help people pursue their life goals. As a financial advisor, my career centers around building trust and nurturing long-term relationships with hard-working young professionals and multi-generational families, while also feeding my passion for financial markets and planning strategies. In my over 9 years at Mesirow, I’ve assisted my clients in creating, visualizing, and executing on bespoke financial plans to help them to realize their goals and ultimately, provide the peace of mind that comes when you know you have a dedicated professional helping along the way. I hold the Chartered Financial Analyst ® designation, am a CERTIFIED FINANCIAL PLANNER™ (CFP®), and proudly work on a strong team of driven, caring, intelligent, and friendly colleagues. Together, we employ a holistic approach to managing our clients' finances, addressing key areas including investments, estate planning, insurance, tax, and retirement planning. Our approach is characterized by thoughtfulness, consistency, and a commitment to setting realistic expectations while working to consistently surpass them. Outside of my career, I’m also a husband, father, son, brother, friend, avid (though mediocre) golfer, and a passionate fan of the Chicago Cubs and Notre Dame Football. My wife and daughter provide me with all the support, entertainment, and motivation I could ever need. Nevertheless, I also find inspiration from the natural world as well as from my lifelong friends. Finally, you can typically find me at my local library indulging my interest for all things modern history. I invite you to connect with me to explore how my expertise and personalized approach can help you achieve your financial goals and aspirations. Let's embark on this journey toward financial success together. About Mesirow: Mesirow is independent, employee-owned, and ranked in Barron’s list of 2023 Top 100 RIA Firms. Mesirow Wealth Management has served clients via a personal, custom approach to reaching financial goals for over 85 years. Disclosure: https://www.mesirow.com/award-recognition-disclosures.less