Before becoming a financial advisor with Edward Jones, I thought I'd follow in my parent's footsteps educating college students. Instead, I'm educating investors.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care about the most, I will work with you to develop specific strategies to help you achieve what's important to you. I will also help monitor your progress to help you stay on track to achieve your financial goals. Throughout it all, my branch office administrator, Lisa Lipin, and I are dedicated to providing you with top-notch client service.
I am a long-time member of the Winnetka-Northfield Chamber of Commerce. I am a Northfield Director of the Chamber Board and I also sit on the Finance Committee.
A native of Chicagoland, I earned two bachelor's degrees from the University of Illinois, Urbana-Champaign, and a master's from Kansas State University. In addition to these accomplishments, I also studied finance at DePaul University and passed the CFP® Board exam before joining Edward Jones. Additionally, I hold Series 7, 63, and 65 securities registrations, and serve clients throughout the country. I hold insurance licenses for California, Florida, Illinois and Wisconsin.
Though I grew up in west suburban Lombard, I have called Evanston home for more than 12 years. I live there with my wife, Melissa, and our son, Max.
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Art & Theater
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