The ability to impact lives has always been my goal. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college or just trying to protect the financial future of the ones that we care for the most, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.

During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. I am a financial advisor who serves the serious long-term investor. After developing an investment strategy, tailored to the specific goals of my clients, I carefully craft a properly balanced and diversified portfolio to help achieve those goals.

I received my undergraduate degrees from Northern Illinois University and an MBA from the Lake Forest Graduate School of Management. I hold my Life, Accident and Health Insurance Agent Licenses, as well as FINRA 7 and 66 registrations. Prior to starting my career with Edward Jones in 2014, I held management positions for two large insurance companies, a global bank and was a small business owner.

My Focus: Working with successful individuals, business owners; offering financial analysis, portfolio strategies, annuities, retirement plans, life insurance, and wealth transfer strategies.

Ideal Clients: Households and small business owners with investable assets interested in goal setting, developing a financial strategy, and listening to advice.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Fishing
  • Hiking
  • Technology
  • Vintage Cars
  • Camping

Office Information

Office Address

108 S Wynstone Park Dr Ste 101 North Barrington, IL 60010

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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