As a financial advisor, I believe it’s important to invest my time to understand what is important to you before we help achieve your goals. Working closely with you and your team of professionals, I can help determine the appropriate financial strategy for you and your family. My passion is your retirement savings strategy, so you have more options when you retire, regardless of what and when you decide to do.

I began my Edward Jones career as an advisor in Chicago. In 2010, Edward Jones asked me to take over the branch in Oak Park. I have been excited to help people reach their goals from here ever since!

I earned my MBA from the Kellstadt Graduate School of Business in 2015 with a concentration in finance and a specialization in behavioral finance. As a "Double Demon," I graduated from DePaul University, with a bachelor’s degree in finance and management in 2002. In 2022, I've taken the next step in my career by obtaining the CERTIFIED FINANCIAL PLANNER™ certification. This expanded my knowledge base surrounding financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations.

Since beginning my career with Edward Jones, my life has been full of spectacular events: I married my wife, Samantha, who I met in high school, Lane Tech in Chicago. We moved to Oak Park the same year, 2012. We started our family with the arrival of our son, Cooper, in 2015, followed by the arrival of our daughter, Audrey, in 2017 and Coralie, in 2021. We are excited to be part of such a family friendly community. We love to travel and hope to see as much of the world as we can!

Our firm is one that supports volunteerism inside and outside the firm. Currently, I am a trainer and mentor. I have served as compliance leader, client solutions leader and level leader. These programs are designed to help other financial advisors grow their respective businesses while keeping the client as the primary focus. I am active in local organizations in Oak Park, helping where needed.

My branch office administrator, Natalie Brewer, is dedicated to providing you with the highest level of service.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Running
  • Health & Nutrition
  • Motorcycles
  • Traveling

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 - 03:00PM
Sat By Appointment Only
Sun Closed

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