As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money: whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance. 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.

With over 25 years of experience in the financial industry, I came to Edward Jones because the amount of personalized support that is given to each client from the entire team is unique in the industry. Thousands of people and advanced technology support our office to ensure you receive the most current and comprehensive guidance.

My branch office administrator, Kathy Odell, and I are dedicated to providing you with the highest level of service possible.

Prior to my start with Edward Jones, I helped families as a loan officer for Compass Mortgage. Previously, I was the managing partner/trader for LFK Group for 10 years and a senior trader for TransMarket Group for 10 years. The research and analytical skills developed to monitor broad economic factors and my understanding of global financial markets can offer significant value for my clients.

On a personal note, although free time is hard to come by, family is my priority. Originally from Ohio, I have lived in the Naperville area since 2000. My wife, Elizabeth, and I have two sons.

Please feel free to contact me at [email protected].

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Fishing
  • Football
  • Personal Fitness

Office Information

Office Address

110 East Wesley Street Wheaton, IL 60187

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 07:30AM - 03:30PM
Wed 09:00AM - 04:30PM
Thu 07:30AM - 03:30PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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