As a Wealth Manager at Bentley Financial Group, my primary responsibility is to provide comprehensive financial planning and advice to our valued clients. I specialize in portfolio construction and retirement planning, leveraging my extensive tax experience and a keen focus on enhancing quality of life. With over 34 years in the financial services industry, I have developed a deep understanding of the complexities and nuances of financial planning. I obtained my Certified Public Accountant® (CPA®) designation in 1973, and my journey in this field began at DePaul University, where I received my formal education.
What truly motivates me is the opportunity to hold face-to-face interactions with my clients. I find immense satisfaction in getting to know them on a more personal level, understanding their unique needs, aspirations, and concerns. I firmly believe that the greatest value I can provide is life planning, helping to ensure that my clients know I have their best interests at heart. My commitment to my clients and my passion for both my work and personal interests make me a dedicated and dynamic wealth manager, always striving to help you achieve your financial and life goals.
A native of Chicago, I currently reside in Downers Grove, Illinois, with my wife, Louise. Together, we have three adult children – Mike, Steve, and Jeff – and five wonderful grandchildren: Jimmy, Kyle, Zach, Ryan, and Jennifer. Outside of my professional life, I am actively involved in the Family Foundation, an entity I started to give back to society and make a positive impact. In my free time, I enjoy motorcycling and snowmobiling, activities that allow me to unwind and explore new adventures.