I began working at Edward Jones in 2004 and have 18 years of experience working in the financial services industry. 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 Illinois 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 our church and 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.

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 nine Financial Advisor Leader's Conferences, an honor reserved for the firm’s top 5% of branch teams.

As our office has grown, we 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 your CPA and attorney for tax and estate considerations.

Our branch team has two office administrators – Laurie Knudsen and Dina Frigo – who have over 50 years of combined office administrative experience. Our goal is to build strong relationships with the families we serve by focusing on what's most important to you, understanding your values and building personalized strategies to help achieve your goals. We are dedicated to providing you with the highest level of service possible and will partner with you throughout your life to help keep you on track. We are all truly inspired when we have made a difference touching someone's life.

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
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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