For over 20 years, I have advised family offices large and small: from startup SFOs, to Forbes 400 families, to multi-billion dollar MFOs. I bring first-hand perspective and experience with multi-generational family businesses to help high net worth families and their wealth advisors achieve growth and change objectives. For almost a decade, I led the Family Office Practice of Oakbrook Solutions.
Passion and creativity to do more with less. Consummately focused on increasing productivity and improving profitability.
I am a lifelong learner and collaborator:
- MBA from the Kellogg School of Management at Northwestern University
- Bachelor’s degree in Computer Science from the University of Southern California
- former CERTIFIED FINANCIAL PLANNER™ professional
- former Member of the Financial Planning Association
I am grateful for the opportunities I have been given and believe in giving back. I have been actively supporting:
- Habitat for Humanity Chicago – Director
- Catholic Charities – Supper Coordinator
- Dare2Tri – Volunteer/Guide
- Johnny Sprockets Cycling Club – Director
- Kellogg Alumni Club of Chicago – past President, former Treasurer
- Northwestern University Leadership Circle
- Kellogg Dean’s Council
- Holy Name Cathedral – Human Concerns Commission
- USC New England Alumni Club – former Scholarship & Technology Chair
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.