I have always been influenced by the importance of financial planning and a true desire to help people. During this COVID environment that is more important than ever!
I have previously enjoyed a successful career as a marketing and sales executive.
I graduated from St. Norbert College in De Pere, Wisconsin with a Bachelor of Business Administration. I married my college sweetheart, Kelly. We have 4 young adult children. I enjoy golf, skiing, and playing acoustic guitar. I am also an avid Chicago sports fan.
I am a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and currently hold my Series 7, stockbroker registration and my Series 66 registration as an investment advisor representative. I also hold my IL health and life insurance producer licenses and I am member of the National Association of Plan Advisors.
I have been a neighborhood friend and a client of Mooney Lyons Financial Services for over 10 years before I joined the firm as a Financial Consultant. Currently, with more than two decades of experience and accumulated knowledge in the financial industry, Mooney Lyons Financial Services is all about serving people in every stage of life. Our endeavor to offer our clients only the best has led us to develop a dynamic approach, The Integrated Wealth Model. We came up with this because we realized that the vast majority of people understand the importance of choosing the right insurance plan, the right college fund, or the right social security plan. However, what most people fail to see, is that the key in pursuing wealth and prosperity at any age is comprehensive financial planning.
We have amassed a very knowledgeable, customer-focused team with varying specialties which allows us to remain flexible and focused. While no 2 people have the exact same needs at the exact same point in their lives, our approach allows us to accommodate many different situations.
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.