If you are a business owner, you have many things to consider beyond your daily responsibilities. While you have many priorities, we have one. Our sole focus is to understand and help you achieve what’s most important to you – and your business.

If you are retiring within the next five years, I would like to talk with you. I use an established process to build personalized strategies to help you achieve your goals. Over time, we meet regularly to review your goals and progress to help you stay on track.

As a father of two, I can appreciate the struggles you may face, whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most.

As an Edward Jones financial advisor, it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Our firm has a team of people and advanced technology supporting our office. In addition, we welcome the opportunity to work with your estate-planning attorney and accountant to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

I earned my MBA from Keller Graduate School of Management and hold the Series 7 and Series 66 securities registrations.

To give back to the community, I serve as president of the Kiwanis Club of Oswego, a member of the Oswego Area Chamber and a member of the Knights of Columbus.

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. I am accepting new clients.

Focus areas

  • Retirement Savings Strategies
  • Charitable Giving
  • College Savings
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Wealth Strategies

My Personal Interests

  • Volunteering
  • Health & Nutrition
  • Karate
  • Spending Time with Family
  • Reading

Office Information

Office Address

1116 Douglas Rd Oswego, IL 60543

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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