Growing up with parents who earned a living going to auctions and garage sales in order to purchase items to resell taught me the value of money. Whether it was a bicycle, pool table or boat cover, my parents never missed the opportunity to buy something to resell. Helping my parents sell bikes as a kid, I learned the value of asking questions and listening to the response. Be it a three-speed, ten-speed or tandem, I was always able to partner with the customer to find the proper bicycle but only after asking questions and listening to the customer's needs.

Today as an Edward Jones financial advisor, I have taken the lessons I learned growing up to help you find the proper financial solutions. We will use established processes to identify your goals and create a personalized strategy. Our partnership will continue throughout your life to track your progress and modify your strategy as your goals evolve.

After serving more than seven years in the financial industry, I transitioned to Edward Jones to leverage the advanced technology and experienced personnel Edward Jones provides their financial advisors. These resources allow our office to devote our time to you.

My Branch Office Administrator, Denise Flack, and I work to make sure we are focused on what matters the most to you. Denise has been with Edward Jones since 2018 and works hard to make sure our clients get the best experience possible. Denise lives with her husband, Hugh, in Johnsburg, IL. In her free time, she enjoys neighborhood get-togethers and walks with her neighbors.

When not in the office, I enjoy spending time with my daughters, Grace and Claire. We enjoy music, movies and dining at our favorite restaurants. I am also active in the community helping people in need with Woodstock Area Community Ministries.

When you are ready to work one-on-one with financial professionals, we will be here to serve you.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Football
  • Golfing
  • Community Outreach
  • Movies & Entertainment

Office Information

Office Address

5051 Shoreline Rd Lake Barrington, IL 60010

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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