As an Edward Jones financial advisor, I believe it's important to invest my time in gaining an understanding of your personal and financial goals prior to investing your hard-earned money. By doing so, I can help determine the most appropriate strategy for you and your family. I can also help you set long-term goals for retirement, so you have a variety of options when the time is right for you.

I began my Edward Jones career as a financial advisor in 2004 and became a limited partner in 2010. I have been honored with various Edward Jones awards from 2005 to 2019, including the Jack Phelan Achievement Award in 2019 and the Jim Phillips Achievement Award in 2021.

I have been serving as part of the regional leadership team since 2010 in a variety of roles, including conducting branch and individual training and mentoring new financial advisors. In this way, I can give back to a company whose core values encompass respecting and building lasting partnerships with their clients and employees. I have been an active member and past president of P.R.O.P.S., a professional referral group, since 2004.

I earned a bachelor's degree in finance from Eastern Illinois University in 1989. I also hold the Series 7, Series 66 registrations and life, health and long-term care insurance licenses. In addition, I have earned my AAMS™ professional designation through the College for Financial Planning.

I have two children, Joshua and Michael, and seven grandchildren. I have lived in Algonquin since 2002.

My senior branch office administrator, Kim Tilling, began her career with Edward Jones in 2005 and is dedicated to providing you with the highest level of service possible. She became a limited partner in 2015 and her knowledge of our systems and processes make her an asset to this branch and our clients.

In February 2020, Brady DeSimone joined our team as a part-time branch office administrator with a focus on marketing and is also dedicated to providing you with excellent client service.

At Edward Jones, we provide highly personalized service to help us meet our clients' unique needs.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Hiking
  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Golfing

Office Information

Branch Team

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