As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding your goals before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy.

I hold a bachelor's degree in geology/geophysics from the University of Wisconsin-Madison and an MBA in finance from DePaul University in Chicago.

Originally hailing from Wisconsin, I presently reside in Bartlett, IL. I have been fortunate to call Bartlett home for many years and grateful to have raised my daughter in such a fine community. Stop me for a chat if you run into me at the Community Center, on a trail or in one of our many parks.

My work in the field of finance has spanned 32 years in different areas of residential lending and as a business owner, a certified tax preparer and a financial advisor.

Relationships are instrumental in growing my business. I prefer to consistently meet with clients to help foster strong relationships and periodically reaffirm their investment goals. I meet when it's convenient for them due to the demands of balancing family, work and personal time.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Golfing
  • Fishing
  • Personal Fitness
  • Cycling
  • Dancing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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