As an Edward Jones financial advisor, it’s important to me to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. My specialty is to work with you regarding your financial strategy, so you have more options, regardless of what you decide to do.
In 2007, I began my Edward Jones career as a financial advisor in Belvidere, IL. I am originally from Elk Grove Village, IL. My wife, Jennifer, and I have lived in Belvidere since 2002 where we raised our two children.
I earned a Bachelor of Science degree in health science from Illinois State University in Normal, IL, and a Master of Science degree in industrial management from Northern Illinois University in DeKalb, IL.
In addition, I received the Accredited Asset Management Specialist™ designation in 2011. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
The Edward Jones awards received over the years include: Ted Jones Prospecting Award; Edward Jones Partners Award; TNT Client Development Award; Ted Jones Entrepreneurial Achievement Award; Century Award; Edward Jones Senior Founder Achievement Award; Ed Armstong Award; and the Jim McKenzie Achievement Award. I currently volunteer as the level leader and field trainer for new Edward Jones financial advisors.
I believe that relationships are key, and in my view, meeting regularly by face to face, web conference calls or by phone builds strong relationships. Our team’s commitment is to provide exceptional service and investment advice.
My Personal Interests
- Outdoor Enthusiast
Office Address907 Alexandra Dr
Belvidere, IL 61008 opens in a new window