As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you're working toward before you invest your money. I will listen to your needs and help determine the most appropriate financial strategy for you and your family.
Prior to joining Edward Jones in 2018, I spent 14 years in banking and the financial services industry, serving clients with enthusiasm and integrity. Throughout my experience, the one fixture has always been change, and the ability to adapt with change. The best chance at success is to have a plan in place, and have continued discussions on how to adapt when need be.
A graduate of Purdue University, I hold a bachelor's degree in financial management.
My wife, Kelly, and I are lifelong residents of Griffith with our son, Carter. We are very active in the community, and spend a lot of time coaching youth sports as I feel that the life lessons learned playing sports, such as teamwork and dealing with adversity, will carry over into their adolescent and adult lives. We also enjoy our daily Disney discussions.
Louise Conway, my branch office administrator, has been with Edward Jones since 2014. Originally from Chicago and a mother of four, Louise now resides in Lowell with her husband, Dave. Louise is dedicated to providing our clients with the highest level of service possible. Together we have an established process in place to help our clients work toward achieving their financial goals.
At Edward Jones, we believe that relationships are key, and meeting face to face builds strong relationships that focus on you. We meet when it’s convenient for our clients because we recognize the challenging needs of their busy lives.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- New Investors
- Business Retirement Plans
- Portfolio Reviews
- Insurance & Annuities
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