A complimentary hour with me can change the way you view planning for retirement.

The key to successful investing is to develop a strategy now that can help you reach your future goals! At Edward Jones, we work extensively in meeting the needs of individual investors by helping map out long-term investment strategies.

A graduate of Northern Illinois University, I joined Edward Jones as a financial advisor in 2012. My office is located at 770 Beacon St., Suite D, West Dundee, IL. 60118.

My wife, Ellen, and I have a 6-1/2-year-old son, Ivan, and a 4-year-old daughter, Danielle. I'm a member of the Kane County Chamber of Commerce and director of the Shabbona Lake Sportsmans Club.

My primary goal is to help investors develop an investment strategy geared toward their unique, long-term goals. Whether their needs include planning for or living in retirement or saving for college, I've been able to help them pursue their financial goals through a wide array of investments and services.

My branch office administrator, Mary Hill, has 15 years financial industry experience. She is dedicated to providing you with the highest level of service possible.

As your branch team, we believe it’s important to invest our time to know you, so we understand what you’re working toward, before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine an appropriate financial strategy for you and your family.

If you currently have a financial advisor, what's he/she saying about today's market? When is the last time he/she contacted you to review your progress or introduce ideas to help improve your portfolio?

I'd like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me for a complimentary review or to discuss your situation and options.

Thanks,
Frank

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Portfolio Reviews

My Personal Interests

  • Fishing
  • Spending Time with Family
  • Outdoor Enthusiast
  • Vintage Cars
  • Hunting

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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Branch Team

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