As an Edward Jones financial advisor since 2009, I most value personal relationships based on a deep understanding of your unique financial needs. I am inspired and fulfilled when I am able to help clients gain confidence about their plans, goals and dreams.

I attended Northern Illinois University and graduated with a degree in business management. Some of my previous experience includes competitive financial analysis for a large corporation. I've been married to my wife, Heather, for 29 years and have two adult children.

To help achieve your financial goals, I use a 5-step process that centers on you and what's most important to you. Working together, we will identify goals and develop a personalized investment strategy for you and then review it with you on a regular basis to help keep you on track.

My practice focuses on investors currently retired or soon to retire, as well as successful business owners and professionals.

I feel it is important to give back to the community and I have been active in business and civic affairs in the Oxford Hills for many years. I am a past president and active member of the Oxford Hills Rotary Club. I am also an active traveler, skier, cyclist and runner.


Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Running
  • Skiing
  • Cycling
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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