I love having a plan. I find that knowing where I’m going and how I will get there is comforting and empowering. It also allows me to strive for and accomplish more. And that is what I help my clients  do: define what they want to achieve, and help them to implement proven strategies to get there. 

 Growing up in Winnetka, Illinois I was always a goal-oriented person. This allowed me to achieve the rank of Eagle Scout, become my high school’s mascot, and gain acceptance to the University of Illinois, which was a dream of mine. Once I graduated, I wanted to find a career where I could help people achieve more, while never compromising my values. In financial planning, I found my calling. 

 For the last 16 years I have helped individuals and families achieve their financial goals, be it retirement, starting a business, making a major purchase, or pursuing a passion. I use a consistent process and state of the art technology to help my clients uncover what is achievable. I partner with my clients to help them find ways to arrive at their destination sooner, with comfort and security. 

 As part of my commitment to constantly improve the advice I provide to clients, I earned the CFP® certification in 2020, and in 2021, I completed my Masters of Science in Financial Planning. I currently partner with LPL Financial, one of the largest brokerage firms in the United States. With the backing of LPL, I am able to provide my clients with the industry’s best tools and solutions. 

 While in college, I met Liz Austermuehle, a brilliant and talented attorney, and we've been married since 2009. We live in Oak Park with our three amazing children. As a family, we enjoy reading, spending time outdoors, and traveling, and I spend my free time running, building LEGO, and seeing live music.