I've been in the financial industry for 19 years, and what keeps me motivated hasn't changed: helping people navigate and manage the complexities of their financial lives. After earning my degree in Finance from the University of Illinois at Chicago, I joined Horvath Planning & Wealth Management in 2016 and found a team that approaches this work the way I always believed it should be done.
What I enjoy most about this job is getting to know clients on a personal level. The better I understand who they are and what matters to them, the more tailored and impactful my advice can be. Financial planning isn't one-size-fits-all. Every family has different goals, different concerns, different circumstances. My role is to listen carefully, understand what they're trying to accomplish, and build strategies that actually fit their lives.
I specialize in complex financial, tax, and estate planning, along with investment management tailored to individual outcomes. I work closely with a portfolio research consulting group to help manage our firm's portfolios, but I also spend a lot of time simply explaining things. Clients shouldn't have to wonder what's happening with their money or why we're making certain decisions. My job is to provide clear explanations and customized solutions so they feel confident about the path forward.
If you asked my clients about me, I hope they'd say I'm thorough, a good listener, trustworthy, transparent, and available when they need me. What I find most rewarding is when clients express their appreciation for having someone they trust to guide them through some of the most important decisions in their lives.
Outside of work, family is everything. I'm married to my wife, Viktorija, and we have two kids, Luke and Emma, plus our dog Jax. I love traveling, playing golf, getting my hands dirty with projects around the house, and doing creative projects with my wife and kids. Those moments remind me why this work matters: it's not just about numbers, it's about helping people build the lives they want.