One of my favorite quotes, often attributed to Confucius, is "Dig your well before you're thirsty." Whether it's a well, a fountain or a retired income you can outlive, each client is unique and important to me.
At Edward Jones, we have a proprietary process to help you achieve your goals. It is my privilege to personalize that process for you.
I have enjoyed partnering with my clients and their families over the long term. Today, you may need to safeguard your principle; tomorrow, you may need help with your IRA distribution. There are many ways to help determine the most appropriate financial strategy for you and your family.
I have over 20 years of experience as a financial advisor at Edward Jones. I graduated with a Bachelor of Science degree in business administration from Miami University (in Ohio); and earned my master's in business administration from Loyola University in Chicago.
I am looking forward to continuing to assist my clients for another 20-plus years to come.
One size does not fit all when it comes to the needs of my clients. Always remember: "Dig your well before you're thirsty."
Focus areas
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
- Special Needs Financial Considerations
Focus Areas
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
- Special Needs Financial Considerations
My Personal Interests
- Music
- Fishing
- Mountain Biking
- Pets
- Golfing
Personal Interests
- Music
- Fishing
- Mountain Biking
- Pets
- Golfing
Office Information
Phone Number
Dan Holohan at (847) 998-6511Branch Team
- April De Palo
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 03:30PM |
Monday | 08:30AM - 03:30PM |
Tue | 08:30AM - 03:30PM |
Tuesday | 08:30AM - 03:30PM |
Wed | 08:00AM - 03:00PM |
Wednesday | 08:00AM - 03:00PM |
Thu | 08:30AM - 03:30PM |
Thursday | 08:30AM - 03:30PM |
Fri | 08:30AM - 03:30PM |
Friday | 08:30AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 03:30PM |
Monday | 08:30AM - 03:30PM |
Tue | 08:30AM - 03:30PM |
Tuesday | 08:30AM - 03:30PM |
Wed | 08:00AM - 03:00PM |
Wednesday | 08:00AM - 03:00PM |
Thu | 08:30AM - 03:30PM |
Thursday | 08:30AM - 03:30PM |
Fri | 08:30AM - 03:30PM |
Friday | 08:30AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- April De Palo
- Branch Office Administrator
Branch Team
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