As an Edward Jones financial advisor, I believe it's important to invest my time to understand your primary financial goals. That is why I've spent the last 28 years working in partnership with clients, their CPAs, attorneys and other professionals to understand your needs, desires and fears. I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.

I attended the Northwestern School of Continuing Studies to pursue my CERTIFIED FINANCIAL PLANNER™ certification. I have also earned the following professional designations –Chartered Financial Consultant® , Chartered Retirement Planning Counselor™, Accredited Domestic Partnership Advisor®, Chartered Retirement Plan Specialist™ and Accredited Asset Management Specialist™. Along with my branch office team, Beth Stadler and Jacki Miulli, our goal is to achieve human-centered wealth strategies.

I reside in Bloomingdale with my wife, Katy, and two boys, Aden and Wesley, who attend Erickson Elementary School. You may see us around town attending church, a local concert, school or sporting events.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings
  • Retirement Income Strategies
  • Divorce Finances

My Personal Interests

  • Traveling
  • Hiking
  • Cycling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More