Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Retirement Income Planning, Charitable Giving, Student Loan Refinancing
Preparing for the next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help bring your financial goals to fruition.
I am originally from Pittsburgh, Pennsylvania where I attended Indiana University of Pennsylvania and I earned degrees in Finance, Economics and Accounting. After building my own financial services practice in Pittsburgh, I decided to merge my business with fellow Senior Partners, Paul Herzog and Dennis Kistner in 2015, and officially formed Herzog, Kistner, Shaw Financial Partners in 2017.
Aside from continuing to grow HKS, I am committed to expanding my knowledge to help ensure I can best serve my clients. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, a Certified Private Wealth Advisor® (CPWA®) designee and I have earned the Accredited Estate Planner® (AEP®) and Certified Family Business Specialist (CFBS) designations throughout my time in the industry. I studied the CFP® program at Stockton University, the CPWA® program at the University of Chicago Booth School of Business and I am currently enrolled in the Master of Science in Financial Services program at the American College.
When I find time away from my business, I enjoy skiing, boating, and spending time outdoors with friends and family.
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413 Jubilee Lane
Germantown Hills, IL 61548-8448