As an Edward Jones financial advisor, I believe it's important to invest time in you and your goals before you invest your money with us. By working closely with your CPA, attorney and other professionals, I can help you determine an appropriate financial strategy. This includes a comprehensive retirement savings strategy that can incorporate leaving money to heirs, if that is your goal.

Originally from the north side of Chicago, I began my Edward Jones career in Skokie in 2008 and moved to Chicago shortly thereafter. Today, I serve clients throughout Chicago, the surrounding suburbs and 21 other states in the U.S. In my time with the firm, I have served as trainer and mentor to new financial advisors, as well as a recruiting leader. In 2014, I was invited to become a limited partner.

I am actively involved in various committees for organizations in Chicago. I am an advocate for the Gift of Hope, whose mission is to save and enhance the lives of as many people as possible through organ and tissue donation. I am also a spokesman for the American Heart Association (AHA), with a focus on fundraising. I am active in the Rotary Club of Chicago, volunteering at local events where the proceeds benefit the community. In addition, I am an active contributor to Money Smart Week and hold speaking engagements to educate the public. These are sponsored by the Federal Reserve Bank of Chicago and held at Chicago public libraries in various neighborhoods in Chicago and the surrounding suburbs.

I am married to Katie and have a daughter, Monroe, and a son, Ledger. When I'm not at the office or taking care of the kids, I enjoy swimming, running and playing in a basketball league.

My branch office administrator, Carolyn, is dedicated to providing you with the highest level of service possible. Please don't hesitate to contact her with general administrative questions about your account.