As an 18-year resident of the Fox Valley, I've been fortunate to meet many good people in this community while engaging in volunteer events, work and social events. Now, my career at Edward Jones is providing the opportunity to serve more deeply in a professional capacity as a financial advisor.

Since 2007, I have worked in financial services, primarily with legal professionals and small business owners, providing banking and insurance products to the entrepreneurs that keep our area a unique and wonderful place. My current position allows me to expand who I can help beyond just employers, now including their employees and families as well.

My advising style focuses as much on the "why" of what people want and need as it does the "how". I do this by bringing active listening into every client interaction, so I may offer clarity of goals and solutions that best help meet them. Being a part of Edward Jones allows me to bring the resources and experience of a 100-year-old organization to help clients from all backgrounds with solutions that fit their circumstances.

My personal free time is mostly spent outdoors. Beekeeping has been a treasured hobby of mine since 2008 and going for walks with my dog, Sunny, is an almost daily staple. My wife, Leslie, travels the world in her capacity as a corporate travel business owner. My oldest daughter, Kelsey, is a freshman at Lipscomb University and is studying hard to become a nurse. My youngest daughter, Aly, is a sophomore at Geneva High School who enjoys tennis and spending time with friends.

I would welcome the opportunity to meet and discuss how we can partner together. Connecting with others and helping people focus on what matters to them most has been highly gratifying work. I thank my clients for the experience, and I hope one day to do the same with you.

Best regards,

Brian

Focus areas

  • Business Retirement Plans
  • College Savings
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies

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Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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