How does one define how much they enjoy their job? In the current environment where people seemingly change their career path more often than they change their shoes, I can proudly say that I have only had one job with one firm. Having the opportunity to get to know our clients and their families both personally and professionally is hardly a job – it's a privilege.

Senior Branch Office Administrator Peggy Gilbert-Ulrich and I take great pride in always putting our client's interest first. It's important to focus my time around understanding what you're working toward before you invest your money. It's also critical to identify the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your long-term goals. My priority is not just to help ensure you have quality investments, but the right investments that best align with your financial goals. I partner with clients by using an established process to create tailored solutions to best meet financial needs. High quality service coupled with an easy client experience are always top of mind.

I came to Edward Jones and have been a registered financial advisor since 2008. I have since become a limited partner with the firm and obtained the designation of CFP® professional. Peggy and I are committed to serving Riverside, but we also work with individual households, business owners and foundations nationwide.

My wife, Sarah, and I have two children – Connor and Maddie. Our weekends are spent primarily running around with them. When we do have time, we enjoy traveling, a good bit of which is to the mountains out West. The cold Chicago winters provide great conditioning for the elements in the mountains!

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Insurance & Annuities
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Golfing
  • Skiing
  • Traveling

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 - 03:30PM
Sat Closed
Sun Closed

Branch Team

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