In 2004, I began working at Edward Jones and have 17 years of experience working in the financial services industry. My goal is to understand what's most important to you and help build personalized strategies to achieve your goals.

I grew up in Palatine, IL, and graduated with a bachelor's degree in finance in 2002 and an MBA in 2004, both from Eastern IL University.

My wife, Melissa, and I reside in Woodstock and have three growing children: Noah, Joanne and Hannah. I believe in giving back to our community through local organizations. I am a past president of the Harvard Senior Center and the Harvard Rotary. Additionally, I've held board positions with our local church, the chamber of commerce and recently, the Mercy Health Foundation.

As my business has grown, I have partnered with several financial advisors to assist in providing clients with exceptional personalized service. I am passionate about educating and empowering our clients to identify their specific financial goals and map out long-term strategies, while collaborating with CPAs and attorneys for tax and estate considerations.

During my career, I have served as a client solutions leader, growth leader, client transition leader and various level leader roles by mentoring and training both new and veteran financial advisors. In 2011, I became a limited partner and have qualified for the last 8 Financial Advisor Leader's Conferences, an honor reserved for the firm’s top 5% of branch teams.

Our branch office administrators, Laurie Knudsen and Constance Keyes, each have over 30 years of experience in administrative and human resources roles. Our branch team is dedicated to providing you with the highest level of service possible and will partner with you through your life to keep you on track.

We are blessed to work for a firm with thousands of support staff and sophisticated technology to meet our clients' unique goals and needs. Please contact us with any questions. We look forward to serving you.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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