Since 2007, I have been with Edward Jones and have over 40 years' experience in the financial services industry. The aspect of my job that I most enjoy is helping people and making a difference in their lives, both personally and financially. I take particular satisfaction in helping people see financial opportunities and helping them manage unexpected events in retirement. Our team prides itself on our ability to listen to our clients and to understand their needs.

I have experience in small business retirement plans, life and long-term care insurance, and estate considerations. For me, it's critical to do what's right for the client and to guide clients to make the best decisions to help achieve their goals.

I grew up in West Lafayette, IN, and graduated from Indiana University. Currently, I serve at Christ Community Church in St. Charles, IL, in several different ministries. I am a member of St. Charles Kiwanis and President of the Board of Fox Valley Hands of Hope. I am a past member of the Anderson Animal Shelter and Literacy Volunteers boards. As an Eagle Scout, I enjoy serving the Boy Scouts and was named as the 2020 Kane County Outstanding Eagle Scout for a history of community service. Finally, I sit on the state attorney's Deferred Prosecution Panel, serve as an election judge and on the Indiana University Marching Hundred Alumni Band Council.

My wife, Pam, and I have been married since 2007 and reside in St. Charles. We have four children: Matt, 36, works at NASA; Michaela, 30, works for an organization supporting victims of domestic abuse; Megan, 28, works for North Shore Bank; and Emma, 22, is pursuing a doctorate in physical therapy. Our family has two cats, two dogs and enjoys vacationing at Crystal Lake in Beulah, MI. Pam and I enjoy traveling when we have the opportunity. A private pilot, I fly when I can and also enjoy bicycling, scuba diving and skiing.

Discover our clients' life needs and goals and partner with them to implement personally focused financial solutions.

Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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