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, and our second branch office administrator, Rose Sutherland, joined our growing practice in 2022. Karen, Rose 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.

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 passionate about functional fitness and health, and stay busy with our family and friends. My wife and I serve on multiple charity boards and in a variety of roles at our local church. I am inspired by helping people define and achieve their goals: both financially through Edward Jones, and in wellness of life outside of my day job.

In 2014, I was invited to be a limited partner with the firm. I passed the board exam to earn my CFP® certification in 2015 and was conferred my ChFC® designation in 2016. I was invited to attend Edward Jones' annual FA Leaders Conference for three years in a row, an honor reserved for the firm's top financial advisors. I earned 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. I was named a "Next-Gen Best-in-State Wealth Advisor" by Forbes in 2022. Our team is honored to be recognized for our dedication to serving our clients.

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
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 Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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