Growing up in a small town in rural Iowa, there was one local "expert" whom my grandmother always trusted and relied upon for advice to help guide her through retirement – it was her local Edward Jones financial advisor. I was keenly aware of this and, years later, while in college studying finance, I spent a summer working in his Edward Jones branch, learning the ropes.
Life took me in many different directions following that summer – a career in medical practice management, followed by a transition into wealth management for a private investment firm in Orlando, Florida. But in 2017, when I made the decision to move back to the Midwest, I saw the opportunity to return to Edward Jones as a financial advisor to help those who, like my grandmother, needed the advice and guidance of someone they could trust.
While my career at Edward Jones started just a few years ago, my previous experience in wealth management has helped me to advise clients working through more complex financial situations. Working with my branch office administrator, Nancy Pitaro, in Glen Ellyn, we enjoy helping clients who are saving for and/or living in retirement, saving for their child's education and working with small business owners and successful professionals to build a financial strategy to best meet their goals.
I live in Wheaton with my wife, Keri, and our two kids, Ian (8) and Allison (5), and enjoy spending time with them as much as possible. I enjoy coaching my kids' sports teams and staying active in many outdoor activities, including golf and fishing. I am currently an elder at First Presbyterian Church of Wheaton, on the board at the Kiwanis of Central DuPage, a member of the board of the Glen Ellyn Chamber of Commerce and a member of the Steering Committee for the Next Generation Initiative with the DuPage Foundation.
I invite you to contact our office to discuss how we can help you achieve your most important financial goals; I look forward to our conversation.
Office Address45 S Park Blvd Ste 175
Glen Ellyn, IL 60137
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More