As a financial advisor, I believe it’s important to invest my time to understand what is important to you before we help invest your money. 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.

Since beginning my career with Edward Jones, my life has been full of spectacular events: I have married my wife, Samantha, who I met in high school, Lane Tech in Chicago. We moved to Oak Park the same year, 2012. We have also started our family with the arrival of our son, Cooper, in 2015 and daughter Audrey in 2017. 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, mentor and the regional client solutions leader. Each of these are intended 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 senior branch office administrator, Ray Lutz, has ten plus years of experience and 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.

My Personal Interests

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

Office Information

Office Address

316 Lake Street Oak Park, IL 60302

Office Hours

Office Hours
WeekdayAvailability
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

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