In 2002, I began my career with Edward Jones and started the existing branch office in Elk Grove Village, IL. I have over 19 years of experience in the financial services industry. I achieved the CFP® designation in 2012. My goal is to use an established process to build personalized strategies to help individuals and business owners reach their goals by listening to what is important to you.

I grew up in Putnam, IL, which is a small rural community located about 40 minutes southwest of Ottawa, IL. I received my undergraduate degree in finance from the University of Illinois in Champaign-Urbana and finally my graduate degree from Northwestern University.

My wife, Kim, is a first grade teacher and we live in Huntley with our two young daughters, Shannon and Morgan. My interests are in a variety of outdoor activities such as fishing, backpacking, hiking and biking. I also play hockey and enjoy working out regularly.

As my business has grown, I have partnered with a couple of financial advisors to assist me in providing clients with exceptional and personalized service. During my career at Edward Jones, I have served in a variety of leadership roles in an effort to support, mentor and train new financial advisors, as well as to give back to our firm. Currently, I support and assist in training a group of financial advisors in our region in an effort to assist in developing their business. I have attended the last six Managing Partner's Conferences.

My branch office administrators, Janet Mobille and Kelly Haigh, have 35 years of combined experience. Together, we strive to provide you with an unrivaled level of service and to partner with you throughout your life to help keep you on track.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Hockey
  • Outdoor Enthusiast
  • Personal Fitness
  • Fishing
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu Closed for Holiday
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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