MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Naperville, IL, office. Joining Timothy Platt, financial advisor at Benjamin F. Edwards & Co, we formed The Platt Wealth Management Group where our clients know that we’re fully invested in their financial future.
Outside of work, I like to spend time with my wife Anne. I enjoy watching my son and stepsons play sports and my stepdaughter’s stage performances. I love traveling to Jamaica, being a director on the Indian Prairie Educational Foundation board and playing with the family puppies: Cocoa and Marshmallow.
AREAS OF CONCENTRATION
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Wealth Management
- Aurora University, Bachelor of Arts Degree in History
My Community Activities
- Indian Prairie Citizen’s Financial Advisor Committee, member
- Indian Prairie Education Foundation, Director