As an Edward Jones CERTIFIED FINANCIAL PLANNER™ professional, we believe it’s crucial to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, estate attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We help those seeking financial independence as well as navigating the complexities on the journey to get there and stay there.

I was born in Europe, had the pleasure of living in Spain for eight years and finally arrived to the land of opportunities – The United States of America. In 2010, I joined Edward Jones as a financial advisor with an office in Palatine, IL, with relationships in 23 other states due to our virtual capabilities and because we're able to deliver the high level of financial coaching required, even if it is virtual. I have served the firm in leadership roles focused on mentoring talented financial advisors and as a field trainer to train new financial advisors.

I earned my bachelor's degree in accounting from Purdue University in West Lafayette, IN. In addition, my biggest achievement has been obtaining my CERTIFIED FINANCIAL PLANNER™ certification and becoming a CFP® professional. I also obtained the AAMS™ designation in 2013.

My wife and I reside in Chicago with our son (6), daughter (1) and Berne-doodle (Peter-Parker), and you can find us biking, staying active, exploring different parks or planning family trips to Southwest Michigan to enjoy nature. I am an active member of the community, serving as membership chair for the Kiwanis of Palatine and as a member of the Palatine Chamber of Commerce. I have mentored young entrepreneurs at Winston Junior High School and enjoy serving as a volunteer at Feed My Starving Children and Senior Assisted Living facilities. Lastly, I am fluent in Spanish, as well as Serbo-Croatian, which are communities that value professional and trustworthy financial advice.

In my spare time, I enjoy traveling, cycling, soccer, wine, healthy living and collecting coins and maps of destinations my family and I have visited.

At Edward Jones, we believe that relationships are key, and proactively communicating builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and family lives.

Focus areas

  • Employee Stock Options
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Hispanic Family Finances
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Traveling
  • Soccer
  • Cycling

Office Information

Office Hours

Office Hours
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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