I began my career with Edward Jones in 2009 after graduating from Loras College maxima cum laude with a bachelor’s degree in finance and marketing with a concentration in international business.
My wife, Hilary, and I reside in Algonquin with our children, Violet, Beau and Mya, and our dog, Rex. We enjoy being outdoors, hiking, boating and traveling. Being a contributor to the community is also very important to us. Previously, I’ve served on the D300 Foundation board, the Chamber of Commerce board and as president of our Algonquin Rotary Club.
My branch partner, Shauna Lindelof, also began her career with Edward Jones in 2009 and has nine additional years of prior financial industry experience. She has lived and worked in Algonquin for over 30 years. She's married and is passionate about working with her two dogs. One is a therapy dog for the local hospitals and the other is in agility competitions.
We're committed to helping each family we work with to organize, simplify, design, protect and oversee their wealth and our clients tell us that our processes help them feel informed, understood, in-control and secure.
Everything we do revolves around personal client goals, preferences and priorities, and we take a lot of pride in the service that we provide and the depth of the relationships that we create. We aim to offer our clients clarity on where they stand in comparison to their goals and to help them stay on track throughout their lives.
Our processes and disciplines anchor to quality driven, diversified investment efforts for retirement and expand to include conversations around tax efficiency, estate considerations, scenario considerations and a review of various insurance strategies.
Our process is thorough and requires a strong partnership, but we are confident you will find it to be worth the effort.
Please call if you have any questions about our services and how we may be able to add value to your family's financial efforts.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Outdoor Enthusiast
Office Address1493 Merchant Dr
Algonquin, IL 60102 opens in a new window
Phone NumberJarid K Brockman at (847) 854-2331
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