As an Edward Jones financial advisor, I believe it’s important to invest my 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 strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2009 as a financial advisor in Tinley Park and became a limited partner with Edward Jones in 2019. Prior to that, I worked as a mutual fund representative for Van Kampen Investments in Oak Brook, IL.
A graduate of Victor J. Andrew High School in 1995, I earned a bachelor's degree in business administration from St. Joseph's College in Rensselaer, IN in 1999. In 2008, I graduated from Saint Xavier University with an MBA with an emphasis in finance.
My wife, Hilary, and I have been married since 2002 and we have three children: Annabel, Evelyn and Luke.
I am an active member in the community, volunteering for many organizations including the Tinley Park Chamber of Commerce, Village of Tinley Park Economic & Commercial Commission, Tinley Park Lions Club and KidsWork Children's Museum. In addition, and more importantly, I have enjoyed the time coaching my kids in Tinley Park Bobcats, Jr. Tbolts Basketball and as a Girl Scouts volunteer.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- Wealth Strategies
Phone NumberJay Walsh at (708) 429-0847
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