My Credentials and Professional Connections


The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.


AEP® – Accredited Estate Planner®

The Accredited Estate Planner® designation means “I believe in the team concept of estate planning.” I am a member of the Lake County Estate Planning Council and an AEP® designee member of the NAEPC.

Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand my belief in, and dedication to, the team concept of estate planning.

The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters®, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants®, and Certified Financial Planner® professionals who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.


FPA – Financial Planning Association®

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process.

I am a member of the FPA® and also a member of the FPA of Illinois Chapter.


XY Planning Network 

XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. Our advisors stand out from the rest of the financial planning industry because of the way they put their clients first:

  • They offer virtual services so you can connect with your ideal advisor, regardless of physical location.
  • They provide a fee structure that makes sense for most members of Gen X and Gen Y.
  • Our advisors offer a flat (and affordable) monthly fee just like any other bill. They do not charge commissions.
  • They’re all sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interests.
  • XY Planning Network advisors are also financial-planning focused, meaning all our members offer comprehensive financial planning services for consumers. We go far beyond just investment management.

We’re not your parents’ financial advisors. But we are here to help you live your great life.

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