With two decades of experience as a financial advisor, I have been able to help many clients achieve their long-term goals. My commitment to developing and growing relationships enables me to understand their short and long-term financial goals. I work with my clients to offer financial solutions that meet their needs, and provide exceptional client service. I recently was named a principal with the firm's holding company, the Jones Financial Companies, LLLP.

In addition to serving my clients in my Naperville office, I act as Regional Leader to 65 branches in surrounding communities with an emphasis on growing our region with highly qualified and talented financial advisors.

I am a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS®).
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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