Executive Managing Director
Busey Bank - Personal & Business online banking, mortgages, home equity loans, wealth management and investment services.
I am a Certified Public Accountant and a Chartered Financial Analyst charter holder with more than 19 years of experience in investment management, 14 of which have been at Busey. I actively work with our high net-worth individuals, families and organizations through complex financial planning and investment management issues. In today's world, I strongly believe clients deserve better. We aim to achieve this by building a team of experts around each individual client; creating an ideal environment for their success. This often involves developing a goal based portfolio that is customized to individual client's needs because the benchmark of success is how our clients perform relative to their individual goals. If you are interested in learning how our team can help you meet your financial goals, please reach out to me via LinkedIn.Specialties: Portfolio Management, Investment Management, Financial Planning
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