Since joining Edward Jones in 2008, I have been helping individuals, families and businesses understand what is most important to them. My clients and I have worked together to develop, maintain, and yes, sometimes adjust their personal strategies. Communication is at the heart of how we work to help you achieve your goals, both initially and as we regularly revisit those goals. We also work to include your other trusted professionals, like your CPA and your attorney. Whether you are planning your retirement, saving for college, have estate considerations, addressing your insurance needs or implementing a retirement plan for your business, bringing all of your trusted advisors together is how we create the most comprehensive strategy for you.

My Branch Office Administrator, Kathy Johnson, is responsible for overseeing and managing your client experience. She will assist me in ensuring that you and I are best prepared to help you achieve your goals.

My wife, Maggie, a nurse practitioner, and I have been married for over 34 years. We have three adult children (Ashley, Zachary and Emily). And we can’t forget our bulldog, Rosie! Maggie and I enjoy traveling, golf and a little biking.

Prior to joining Edward Jones, I spent almost 15 years working with business owners, primarily in the area of business retirement plans. I possess the Series 7, 63 and 66 registrations. I currently carry the professional designations of Retirement Income Certified Planner®, or RICP®, Certified Retirement Plans Specialist™, or CRPS™, and Accredited Asset Management Specialist™, or AAMS™.

I am on the board of directors of Senior Services of Will County. I am involved with the Providence Catholic High School Men's Club. I also serve as an ambassador for the Joliet Region Chamber of Commerce.

Kathy and I look forward to the opportunity to get to know you and your family and what is most important to you.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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