I have been a financial advisor with Edward Jones since 2001, working with individuals, families, businesses and not-for-profit organizations on the goal of achieving their long-term financial goals in a variety of areas including:
- Preparing for Retirement
- Living in Retirement
- Paying for Education
- Preparing for the Unexpected
- Estate Considerations

I believe business is personal. I look at a client's individual needs first so we can develop a strategy to help achieve long-term financial goals. So, whether you want to plan for retirement, save for college, or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies.

I live in Elgin with my wife, Kelly, and four children: Mary, Elizabeth, Katherine and Jack. In my free time, I enjoy playing golf and ice hockey, travel, coaching my children in various sports and spending time with my family.

Volunteer Experience:
- Elgin Area Leadership Academy - Steering Committee Member
- Elgin Area Chamber of Commerce - Past President
- Elgin Breakfast Rotary Club - President
- Rotary Club of Elgin - Past President
- Elgin Symphony Orchestra - Trustee
- Elgin Community College Foundation - Past Board Member
- Presence St. Joseph Hospital Foundation - Past Board Member
- Service on various other not-for-profit boards and committees

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Music
  • Hockey

Office Information

Office Address

3091 U S Route 20 Suite 101 A Elgin, IL 60124

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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