As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in September 2002 as a financial advisor in Orland Park, and in 2014 moved my office to Mokena, IL. 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. In addition, I hold the CFP® professional certification.
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.
My associate, Janet Ballerini, has over 25 years of experience. Janet and I are dedicated to providing you with the highest level of service possible. Please don't hesitate to call Janet with questions concerning your statement, dividends, stock certificates 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. We meet when it is convenient for our clients because we recognize the challenging needs of their business and their lives.
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Charitable Giving
Office Address10002 W 190th Pl
Mokena, IL 60448 opens in a new window
Phone NumberBrian M Williams at (708) 478-2341
|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|
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