As an 18-year-old, I spent the summer before my freshman year at Dartmouth working on the floor at the Chicago Board of Trade. I was drawn to the fast-paced environment and quick analytical skill set needed to thrive. I returned whenever there was a break in my studies to learn more about how markets function and how to thoughtfully position a portfolio’s risk.

Soon after receiving my BA in economics, I headed down to the floor at the Chicago Mercantile Exchange where I spent 16 years in the Eurodollar options pit. During that time, my partner and I founded our own trading firm and guided it through one of the most volatile times in U.S. history, the financial crisis of 2008.

Upon joining Edward Jones in 2016, I saw a tremendous opportunity to share my knowledge and experience with individuals and business owners in the area. Although the investment styles of a pit trader and long-term investor seem juxtaposed, many of the principles are the same, with different timelines.

As a financial advisor, I employ an established process to align your investments with the goals that are most important to you. By working closely with your CPA and estate planning attorney, we determine investment and insurance strategies appropriate for your specific situation.

An integral part of our team, branch office administrator, Janet Hermez, works every day to ensure a high level of service to our clientele.

My wife, Katie, and I are blessed to have three children whom we coach in various sports. We like to stay active, but we've had a solid run of at-home family movie nights in 2020! As a family, we are also active in the fight against Parkinson's Disease.

Our team is here to help you achieve your financial goals. It all begins with a conversation. Give us a call, shoot us an email, or stop by to get started.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Football
  • Coaching Sports
  • Cooking
  • Movies & Entertainment

Office Information

Office Address

560 Green Bay Road Suite 102 Winnetka, IL 60093

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
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