About
Skip
Skip has focused his entire career on counseling high net worth individuals in areas of wealth management. His extensive knowledge as a wealth planner in diverse areas such as investments, retirement planning, taxation, and estate planning allows him to provide comprehensive investment advisory services to clients.
He joined Focus Partners in 2026, having worked at Kovitz since 2005. Before Kovitz, Skip served with Harris Trust & Savings Bank in Chicago and Barrington, Illinois. He also co-founded a fee-based investment advisory firm.
Skip has been featured in Barron’s and Worth magazine. He is a published author and speaker on various wealth management strategies.
Education and Professional Milestones
-Taylor University – bachelor’s degree in business administration and computer information systems analysis
-The John Marshall Law School – Master of Laws; Juris Doctor
Skip has focused his entire career on counseling high net worth individuals in areas of wealth management. His extensive knowledge as a wealth planner in diverse areas such as investments, retirement planning, taxation, and estate planning allows him to provide comprehensive investment advisory services to clients.
He joined Focus Partners in 2026, having worked at Kovitz since 2005. Before Kovitz, Skip served with Harris Trust & Savings Bank in Chicago and Barrington, Illinois. He also co-founded a fee-based investment advisory firm.
Skip has been featured in Barron’s and Worth magazine. He is a published author and speaker on various wealth management strategies.
Education and Professional Milestones
-Taylor University – bachelor’s degree in business administration and computer information systems analysis
-The John Marshall Law School – Master of Laws; Juris Doctor