As your Edward Jones branch team, we believe it's important to invest our time in understanding 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. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

In 1999, I joined Edward Jones as a financial advisor. I have 24 years of experience in the industry and am a limited partner with Edward Jones.

I earned a bachelor's degree in business administration from the University of Illinois in Champaign/ Urbana. In addition, I received the AAMS® professional designation in 2003.

My spouse, Jill, and I have two adult, married children. We both grew up in this community and have lived our entire lives in the area. My community involvement includes:
- Board member of North Shore Center for the Performing Arts Foundation
- Served as president and board member, Congregation Beth Shalom-Northbrook
- Board member of Delta House Corp of Alpha Epsilon Pi Fraternity
- Served as president and board member, Skokie Chamber of Commerce

My branch office administrator, Jean Ikezoe-Halevi, lives in the community and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Socially Conscious Investing
  • Business Retirement Plans
  • College Savings

Office Information

Office Address

7937 N Lincoln Avenue Skokie, IL 60077

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More