We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2021 following the acquisition of Hochman Cole Investment Advisors
Has over 20 years of experience in financial planning, investment management, charitable strategies, stock options planning, estate planning analysis, income tax analysis, retirement planning, and education planning
Began his career as a Floor Trader at the Chicago Board of Trade in 1998
Joined The Barclay Group, Inc. in 2001, an SEC Registered Investment Adviser in Chicago, where he served as Vice President and Chief Investment Strategist
Joined Hochman & Baker Investment Advisors, Inc. (Hochman Cole Investment Advisors, Inc.) in 2009
Life Outside of MAI
Lives in Lake Forest with his wife and three boys
He enjoys playing basketball, running, and coaching
University of Illinois at Chicago
We look forward to learning about your financial goals.