During conversations with my friends and family, it was interesting to learn how often people were changing jobs and careers. Over the past few decades, many companies have changed the way they manage their employees' retirement plans. In lieu of pension plans, more focus has been placed on voluntary 401K participation, adding uncertainty to their retirement savings.

This change brought me to Edward Jones. After a long career at a Fortune 500 company, l realized I wanted to be in a position to help people navigate the complex ever-changing landscape of retirement strategies. My position as a financial advisor allows me to focus on the client’s financial goals and needs, while they attend to their careers and upward mobility. It’s crucial for me to understand the client’s current financial situation so we can build a personalized strategy together.

I understand that each client is unique, and I listen to their concerns, whether retired or preparing for retirement, preparing their estate or being able to afford education for their children. Together, we translate these concerns into specific measurable goals.

Since 1985 the Lincoln-way area has been an incredible place to live with my wife and four children. We have enjoyed being active in the community; coaching soccer, baseball, basketball and volunteering with the marching band programs.

Interest in technology has led me to become a STEM program classroom mentor for Code.org in many junior high schools in Will County and surrounding areas. I have tutored junior high students in web design and database concepts.

My wife and I value continuing education. We are grateful for the opportunity to teach a variety of after school programs at The Bridge Teen Center.

I am looking forward to meeting you and welcome the opportunity to get together and develop a complete, tailored strategy to help you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Domestic Partner Finances

My Personal Interests

  • Aviation
  • Home Theater
  • Soccer
  • Technology
  • Home Improvement

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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