In February 2003, I began my career at Edward Jones. Previously, I worked on the State Farm National Catastrophe Team. In August 2004, I opened the first Edward Jones office in Villa Park. In 2005, my wife, Kate, and I moved our family to town. Today, I have a 34-second driving commute to the office. We have three children, Max, 18, Alex, 16 and Alyssa, 13, and our dog, Sandy.

The experience I gained working in the aftermath of natural disasters prepared me for a career where active listening, along with asking open-ended questions, are the hallmarks of earning trust. Keeping my roots here, combined with a conviction to my values, it’s no surprise that I take great pride in my business.

I have the privilege of serving families and business owners as well as non-profit foundations. I am passionate about helping clients navigate some of life's biggest transition moments. Planning for retirement and saving for college or estate considerations are examples of where I have been called to help navigate clients’ financial direction.

In the office, my administrative partners are Mary Beth McIntosh and Kelly Saurbaugh. Mary Beth joined me in June 2021 and Kelly joined me in April 2012. We are dedicated to providing an ideal client experience. Our focus is to have clients feel understood, informed of market conditions and empowered while working to simplify their financial lives.

In addition to my branch business, in October 2019, I was appointed co-chair for the state of Illinois of the Edward Jones Grassroots Task Force.

I enjoy volunteering, serving and supporting many local organizations. Currently or in the past, to list a few, I have served or supported the Villa Park Chamber, Villa Park Rotary, Easter Seals, Elmhurst Heritage Foundation, United Community Concerns, the Willowbrook HS Parents Association, Relay for Life, PADs, Feed My Starving Children, ALTAR Fly Fishing, Metropolitan Family Services and Habitat for Humanity.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Baseball
  • Cooking
  • Hiking

Office Information

Office Hours

Office Hours
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 By Appointment Only

Branch Team

Email Me

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