For 21 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working towards before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy to achieve your goals for you and your family. I can also help determine the most appropriate financial strategy to achieve your goals such as business retirement strategies, insurance considerations, building a personal retirement savings strategy, saving for education or creating a regular flow of income, so you have more options when you retire.

I began my Edward Jones career in September 2002 as a financial advisor. I have served the firm as a Ted Jones Coach, mentor to new and veteran financial advisors, cultural compliance leader and recruiting leader. Prior to joining Edward Jones, I taught high school special education for three years.

I earned a bachelor's degree from Illinois State University and a master's degree from St. Xavier University. Additionally, I was able to achieve the CFP® certification in December 2017.

My wife, Isela, and I have three children and currently live in Frankfort, IL. I enjoy spending time with my kids at sporting events and dinners. Previously, I have been a member of Rotary and volunteered my time tutoring at-risk students.

After 20 years of working together, my associate, Janet Ballerini, retired in March 2023. My new assistant, Susan Ledger, has been working in the financial services industry for over 28 years. Together, we are dedicated to providing you with the highest level of service possible. Please contact Susan with any questions or concerns regarding your statement, dividends or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships.

I would like to help provide the answers to your questions, so you can make informed decisions. Please contact me to discuss your options.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving

Office Information

Office Hours

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

Branch Team

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