In 2006, I graduated from Elmhurst College with a bachelor's degree in marketing and a minor in attempting to live out my dreams of becoming a professional baseball player. Post-college, since I was not drafted by the Cubs, I began working in sports management. After obtaining my master's degree in recreation management from the University of Illinois, I later realized that was not my true passion. In 2014, a customer of mine, and 20-plus year Edward Jones financial advisor introduced to me the Edward Jones opportunity. I always had a strong interest in finance and the markets, so I began researching the firm's history and culture. After much due diligence, it was evident Edward Jones was a perfect fit for me and my family.
Fast forward 7 years, Vicki Green, Branch Office Administrator, and I have continued growing our practice and serving clients who are in various stages of their lives. Whether preparing for retirement, saving for college, protecting wealth or preparing your estate and eventually transitioning wealth, we can partner with you in a variety of ways using a holistic wealth approach. The majority of our clients reside in DuPage county, but we also serve many out-of-state individuals from coast to coast, including Florida, Tennessee, Arizona and California, to name a few.
In my personal life, my wife (Kari) and I are raising our two wonderful children (Mia and Maddux) in Villa Park, where we have lived for well over a decade. Being a father and businessman, I have an incredible passion for helping other families and small business owners. A major advantage of being a financial advisor in the early stages of my career is my ability to help those families plan for multiple generations. We look forward to continuing to grow our practice in the Villa Park community and serving our clients and their families for decades to come.
- Intergenerational Planning
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
Office Address36 S Villa Ave
Villa Park, IL 60181
Phone NumberBen Stephens at (630) 501-0572
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More