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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Coaching Sports
  • Golfing
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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