My Journey as a Financial Advisor and a Certified Financial Planner

As a financial advisor and certified financial planner, I have had the privilege of managing over $1.5 billion in client assets throughout my career. My journey began when UBS acquired Paine Webber in 2001, and I continued to serve high-net-worth clients and their families as well as small business owners.

Prior to joining the financial industry, I spent 20 years trading futures at the Chicago Mercantile Exchange after graduating from the University of Wisconsin. This experience not only honed my skills but also instilled in me a deep appreciation for the importance of sound financial planning.

In addition to my professional pursuits, I am deeply committed to giving back to my community. As an advisor to the Sons of Pericles Chapter on Chicago's North Side and volunteer at various organizations such as the Bone Marrow Basketball Tournament and the Greek American Nursing Home, I believe that everyone has the power to make a positive impact.

As a founding member of the Hippocratic Cancer Research Foundation and past President of my parish council, I am proud to be involved in initiatives that support the well-being of others. When I'm not working or volunteering, you can find me enjoying various hobbies such as golfing or bowling with fellow AHEPA members.

Throughout my life, I have been fortunate enough to have had the opportunity to play sports and develop lifelong friendships with teammates who share my passion for athletic excellence. As a former wrestler and football player at Niles West High School, I was grateful to be coached by legendary mentors such as Frank Nicholson and Steve Pappas.

In conclusion, my journey has been marked by a commitment to financial planning, community service, and personal growth. Whether through my work with UBS Paine Webber or my involvement in various charitable organizations, I am proud to be making a difference in the lives of others.

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