Executive Vice President, Private Client Advisor

• Sep 2015 - Present

Sentinus provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs. Sentinus’ approach, fine-tuned over 70 years and now more varied and adaptable as an independent company, combines proven industry best practices with leading-edge proprietary modeling tools. They begin with Comprehensive Wealth Risk Assessment, which gives them a comprehensive understanding of their clients’ finances. From there, Sentinus examines Estate and Asset Protection, Investment Analysis and Management, Business Succession, Customized Insurance Solutions and Philanthropic Planning as they apply to each client. These tools determine a clear path to sustaining the wealth of its clients for their lifetime and beyond, enhancing what is already financially right and shoring up what is not. Sentinus is an open architecture firm that maintains a low profile primarily out of respect for their clients’ privacy and the fact new clients are attained on a referral basis. Specialties: The firm focuses on the following specialties: Comprehensive Risk and Opportunity Assessment Estate and Asset Protection Investment Analysis and Management Customized Insurance Solutions Business Succession Philanthropic Planning Securities offered through Sentinus Securities, LLC. Member FINRA/SIPC. Investment advice offered through Sentinus, LLC an SEC Registered Investment Adviser. Show less

Finacial Advisor

• Jun 2011 - Aug 2015

In the financial services industry for over 25 years.Work with family offices, privately held businesses, and high net worth individuals, develop and focus on pursuing a long-term investment discipline. The first 17 years of a 27 year career, were spent trading and managing options and futures for a personal account. This time spent as a member of several Chicago exchanges, created an environment conducive to become acutely aware of risk and how it relates to investing. Securities offered through Sigma Financial Corporation, Member FINRA/SIPC I proudly serve on the board of the Cystic Fibrosis Foundation. I live with my wife, Kathy, and our four children in Western Springs, IL Show less

• Jun 2006 - Jun 2011

Financial Advisor in the Private Client Group.

• 2006 - Jun 2011

Worked with families that have special needs children.Helped develop special needs trusts, that allowed the family continue to build for retirement.

Independent Floor Trader

• Jul 1993 - May 2006

Traded and managed futures and option positions for personal account. Traded and managed futures and option positions for personal account.

Options Market Maker

• Jun 1986 - Jul 1993

Made options markets for public orders, while managing large option position. Made options markets for public orders, while managing large option position.