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.
- Socially Conscious Investing
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address316 Lake Street
Oak Park, IL 60302 opens in a new window
Phone NumberJoe O'Krepky at (708) 524-6009
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