I started my career with Edward Jones in 2008 and now serve my clients around the country from my office in Arlington Heights. My senior branch office administrator, Karen Schuetz, has nearly a decade of experience in the role. Karen and I are dedicated to providing the highest level of service and financial advice to our clients.

We focus on deeply serving a select group of families, often serving three or more generations within one family tree. I am lucky to genuinely enjoy the clients I work with and work relentlessly to help them achieve their goals.

I graduated magna cum laude from Bob Jones University with a background in both history and business. In 2014, I was invited to be a limited partner with the firm. I passed the board exam to earn my CFP® designation in 2015 and was conferred my ChFC® designation in 2016. I was invited to attend Edward Jones' annual FA Leaders Conference in 2019 and 2020, an honor reserved for the firm's top financial advisors. I completed my executive MBA from Northwestern's Kellogg School of Business in 2020, and was asked to serve on Edward Jones's Investment Policy Advisory Committee, a steering group of senior leaders who help direct investment policy and economic outlook for the firm.

My wife, Kristy, and I reside in the northwest suburbs of Chicago with our three young children, Claire, Jude and Coco, and are in the process of trying to adopt a fourth child. We are avid travelers, enjoy exercise and yard work, and stay busy with our church, charities, friends and family.

Of utmost importance to me is understanding what is important to my clients. Only then can I build bespoke investment strategies that will help them reach their long-term financial goals. My team and I partner with our clients throughout their lives to help them stay on track. Our clients are everything to us, and we never forget that.

Focus areas

  • Socially Conscious Investing
  • Charitable Giving
  • Retirement Income Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • News & Media
  • Health & Nutrition

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 Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

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