Licensures: M.M., CFP®, MSFS, AEP®, RICP®, ChFC® , CLU®, CLTC
Fred has more than 30 years of professional services experience as a financial advisor. His wide-range of experience includes working on Wall Street, where Fred started his career in fixed income institutional securities sales at Salomon Brothers, Inc. as well as experience working in risk management advisory, insurance brokerage and post-merger integration management for Aon Group in London, England; Düsseldorf, Germany; and Chicago. Fred later worked in business strategy and technology solutions advisory consulting with Diamond Technology Partners and Morningstar.

Fred holds a Masters of Management degree in finance and marketing from the Kellogg Graduate School of Management at Northwestern University. He received a BA in Economics from The College of the Holy Cross and studied at the London School of Economics.

Civically, Fred is on the board of The Big Shoulders Fund, The 100 Club of Chicago and The Irish Fellowship Club. He was on the founding board of Chicago Cares and served on the board of St. Therese Chinese Mission School. He is advisor to the board of Partnership to Educate and Advance Kids (PEAK) and Have Dreams.
Fred and his wife, Jill, live in Evanston, Illinois and have three sons, JT, James and Matthew.