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1 South 280 Summit Avenue, Suite B-4, Oakbrook Terrace, IL 60181

(630) 916-0990
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About

Finding Your Fit

Born and raised in Chicago, I’m the proud middle son of a second-generation Italian American family. I began working at age 15, grounded in the values of hard work, humility, and integrity. I earned my bachelor’s degree from Loyola University Chicago before serving in the U.S. Army, including a tour in Vietnam. After returning home, I completed my MBA at Loyola.

Client Centered

 I married my high school sweetheart, and together we raised two wonderful sons, now married with families of their own. After losing her to cancer, I was heartbroken — but the experience strengthened my belief in the importance of family, legacy, and planning for life’s uncertainties. For the past 23 years, I’ve been blessed to share life with my loving wife and partner, Pam. Together, we cherish our growing family, including five amazing grandchildren.
 
I began my CPA practice in 1981, helping individuals and small businesses navigate accounting and tax complexities. In 2012, I expanded into financial services to offer a more complete approach to retirement, tax, and wealth planning.

Today, with over 40 years of experience, I focus on guiding those at or nearing retirement through financial decisions with compassion and patience — the two qualities I believe matter most in truly serving others.
 
I’m proud to be supported by Cetera Financial Specialists, a trusted broker-dealer and back-office resource. Their tools, strategies, and insights help us provide custom, tax-efficient solutions tailored to every stage of life.
 
Outside the office, you’ll find me at Ravinia enjoying music, cheering for the White Sox, or spending time with Pam and our grandkids.

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