With nearly 20 years of experience guiding families toward their long-term goals, I realize how important it is to understand each clients' unique priorities and fears. I spend my time working to develop specific plans while taking these things into consideration so that clients feel we are working in partnership toward those goals. I have been with Edward Jones since 2007 after beginning my career with A.G. Edwards in Naperville. I plan to utilize this experience to continue assisting clients for at least the next 20 years, so you can count on me as a partner for the long haul.
I have always been very active in the community, teaching classes at the Oswego Senior and Community Center and serving as vice-president of the Oswego Police Pension Board, a former director on the Oswegoland Park Foundation, a former director of the Oswego Chamber of Commerce and being involved in several charitable groups and clubs. My wife, Jennifer, and I live in Oswego with our four wonderful children, Owen, Alexis, Juliana and Joey. When I am not working with clients or volunteering, I am probably coaching my girls in softball, watching another one of my kids' activities, traveling or spending time with friends.
My branch officer administrator, Kelli Lafin, has been enthusiastically assisting my clients since 2019. She also lives in Oswego and enjoys spending time with her husband and watching her two boys play baseball and football.
Focus areas
- Divorce Finances
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Savings Strategies
Focus Areas
- Divorce Finances
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Traveling
- Coaching Sports
- Golfing
- Music
Personal Interests
- Spending Time with Family
- Traveling
- Coaching Sports
- Golfing
- Music
Office Information
Phone Number
David Erickson at (630) 554-0309Branch Team
- Kelli Lafin
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Kelli Lafin
- Branch Office Administrator
Branch Team
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