My passion is being of service to others and developing long-term partnerships with my clients and their families. This is accomplished by listening to what is important to you and then incorporating this into our established process to build personalized strategies to help you achieve your financial needs and wants.

Prior to Edward Jones, I held progressive leadership roles within the healthcare industry (10 years at Abbott and six years at Baxter), culminating in a chief financial officer (CFO) position within a startup healthcare service company. I now look forward to helping my clients reach their financial goals.

My wonderful wife (Tijen), my two sons (Devin and Tanner) and I are long-time residents of Vernon Hills within the St. Andrews subdivision of Greggs Landing. In my spare time I have enjoyed coaching my sons' sports teams, traveling, golfing, cheering on our Chicago sports teams and spending quality time with family and friends.

I earned my Bachelors of Science degree in accountancy from DePaul and a master's degree in financial markets and trading from Illinois Institute of Technology.

My branch office administrator,Tamara Soeder, lives in Round Lake Beach with her husband and children, and the passion, enthusiasm, warmth and spirit of caring she exudes are all genuine characteristics of who she is.

While our office is located within Libertyville, IL, we work with a select group of families and business owners throughout the greater Chicagoland area and across the country.

We embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to keep you and your family on track with what's most important! Join us!

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Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Golfing
  • Coaching Sports

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 07:00PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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