As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
In 2007, I began my career with Edward Jones. I became a limited partner in 2014. Prior to that, I was in podiatric medicine-private practice in the Carol Stream area from 1986 to 2006.
During my many years as a resident here in Carol Stream, I have held membership in the Carol Stream Rotary Club, serving as president of the club from 1991-1992. I also have participated for numerous years with the chamber of commerce.
My educational accomplishments consist of a Bachelor of Science degree in biochemistry from Benedictine University in 1982. I furthered my accomplishments by receiving a doctorate in podiatric medicine from Dr. WM M Scholl College of Podiatric Medicine.
My wife, Nancy, and I have two sons, Stephen and Nathan. While practicing podiatric medicine, I also enjoyed teaching surgery as an adjunct professor. I discovered I love to teach. After 20 years as a successful podiatrist, I retired from my medical practice. I wanted to continue to assist individuals by educating them about their financial decisions.
My hobbies include gardening, culinary classes, cooking, wine tastings and remodeling homes.
Focus areas
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- New Investors
- Divorce Finances
Focus Areas
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- New Investors
- Divorce Finances
Office Information
Phone Number
Joe Halm at (630) 372-8090Branch Team
- Karen Larsen
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Branch Team
- Karen Larsen
- Branch Office Administrator
Branch Team
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