Envisioning retirement is your job – helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. The financial world can sometimes seem like foreign territory; I can work one on one with you to help determine the most appropriate financial strategy for you and your family.

Prior to joining Edward Jones, I spent 11 years at the Chicago Board of Options Exchange working as an options broker. After my wife, Maggie, and I married in 2006, we became Edward Jones clients. I chose to work for Edward Jones in 2013 because I wanted to help families and small businesses grow, protect and transfer wealth.

A 2002 graduate of the University of Illinois at Urbana-Champaign, I hold a Bachelor of Science degree in finance. Prior to the University of Illinois, I was a National Honors Society member and student at Mount Carmel High School. I attended Christ the King grammar school.

I have lived in the Beverly neighborhood my entire life. My wife and I chose this tight-knit neighborhood to raise our three smart, beautiful and funny children. I serve as a Special Service Area commissioner for the Morgan Park Beverly Hills Business Association (MPBHBA). I am an active member of the MPBHBA.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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