In 2013, I joined Edward Jones to help individual investors achieve their financial goals. In 2015, I assumed responsibility for the firm's Old Irving Park branch where we serve clients locally and in more than 20 states.

Thanks primarily to referrals from our clients, tax and legal professionals, our practice continues to grow while maintaining an exceptional level of service to the individuals, families and businesses we serve.

My team and I get to know our clients, their families, their tax and legal advisors in order to deeply understand what's important to them. Together we use an established process to help them organize, build, protect and enjoy their wealth today and for generations to come.

Prior to joining Edward Jones, I spent eight and a half years with a private real estate investment, finance and development firm based in New York City.

I am an active member of various community organizations and on the board of the Pulaski Elston Business Association. I have also served as a mentor with the Boys and Girls Club.

Along with my wife, Carey, and my young daughter, I invest my free time creating memories with family and friends, enjoying outdoor adventures and checking off new countries from an extensive bucket list.

I serve Edward Jones as a field trainer and coach, and assist in recruiting new financial advisors to the firm. I hold Series 7, Series 66 and life and health insurance licenses.

We are here to help you reach your long-term financial goals and want you to enjoy the journey along the way. Please contact us to begin discussing your situation and options.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Active Lifestyle
  • Aviation
  • Traveling
  • Volunteering
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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