As your Edward Jones branch team, we believe it’s important to understand what's most important to you and invest our time to understand what you’re working toward before you invest your money. Partnering together with you, your CPA, attorney and any other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do. Additionally, I work with small business owners in evaluating their business retirement plans and their transition strategies.

I have been serving individual investors and businesses in the financial industry for more than six years. Partnering together as your financial advisor, I act as your financial ship's captain; helping you to avoid the rocks in the harbor so you can achieve your goals more smoothly.

I enjoy being an integral part of the community and I'm involved in the local Fox Lake Richmond Spring Grove Chamber of Commerce where I sit on the Board of Directors. I work with my fellow board members to make decisions that impact the more than 200 businesses we represent.

My family and I love being a part of the community and enjoy spending our time within it. My wife, Shawna, and two children, Addison and Jacob, are active in sports. I enjoy coaching my daughter's basketball and softball teams as well as simply taking our dog, Wriglee, for a walk to a local park.

I would love the opportunity 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.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Coaching Sports
  • Sports Enthusiast
  • Volunteering

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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