For over 35 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement strategies, insurance considerations, building a personal retirement strategy, saving for education or creating a regular flow of income.

My wife, Gloria, and I reside in Joliet and have three grown children: Matt, Casey and Nathan. We both believe in giving back to our community and serve on several community boards. Currently, I am serving on the boards of the University of St. Francis, Diocese of Joliet Finance Council and Will County Center for Economic Development. I am a member of Joliet Rotary Club and St. Paul the Apostle Parish. I am a past board member of the Community Foundation of Will County, Presence St. Joseph Medical Center and Joliet Catholic Academy.

As my business has grown, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. I have attended the last 27 Managing Partner's Conferences, an honor reserved for the firm’s top 400 financial advisors. Currently, I am an advanced branch team performance leader, consulting with the firm's top-producing branch teams.

My registered branch associate, Peggy Robinson, and branch office administrators, Suzy Lowden and Lauren Janssen, have 28 years of combined experience. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you to help keep you on track to reach your goals.

Please call us when we can be of service to you.

Focus areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Community Outreach
  • Farming
  • Running
  • Hiking
  • Skiing

Office Information

Office Address

735 Essington Rd Ste 101 Joliet, IL 60435

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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