In 2015, I began my Edward Jones career as a financial advisor in Oswego. Today, Edward Jones serves the community from four convenient locations.
I attended Millikin University and graduated with a bachelor's degree in business management. I also completed my MBA degree from Northern Illinois University in 2007.
I have worked in the financial services industry in numerous roles throughout my career and I have been exposed to the many facets of a personal financial strategy.
My goal is to partner with you during your entire life and create personalized strategies for you throughout it. I know that balancing all of the demands of life can be challenging, and I want to assist you in making your goals a reality.
My wife, Tiffany, and I have two children, two dogs and have lived in Oswego for eight years. I am an Oswegoland native and I am an active member in the Rotary Club of Montgomery, an assistant boys tennis coach at Oswego High School and the head tennis coach at Rosary High School.
I also enjoy playing tennis, distance running, hiking, reading, visiting new places and spending time with my family.
I look forward to partnering with you!!
Focus areas
- Insurance & Annuities
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Tennis
- Running
- Coaching Sports
- Reading
Office Information
Phone Number
Aaron Kramer at (630) 264-0705- Lisa Sassan
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
- Lisa Sassan
- Sr. Branch Office Administrator
Branch Team
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