After a long career at a Fortune 500 company, l realized I wanted to be able to help people navigate the complex, ever-changing landscape of retirement strategies. 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 401(k) participation, adding uncertainty to retirement savings. These changes brought me to Edward Jones.

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.

In order to provide clients with personalized service, Meg Badali joined my team in June of 2022, and has been with the firm since January of 2021. Meg brings 14 years of client service experience to our Branch and she looks forward to providing the unparalleled service you've come to expect from Edward Jones.

Outside of the office, I'm on the Board of Trustees for Joliet Junior College and a member of the New Lenox Chamber of Commerce.

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.