I joined Edward Jones in 1994 after graduating from Northwestern University studying organizational studies, economics and finance. In 1995, I assumed the role of transitional financial advisor, managing branch offices around the country. In 1999, I moved back to the community in which I was raised and opened my current office in Morris, IL. Since joining the firm, I've been an active volunteer in many leadership roles, including 10 years as a regional leader with responsibilities for roughly 70 branch teams across Southwest Chicagoland.

On six different occasions, I've invited newer financial advisors to temporarily join my practice in order to help better serve clients in our community. I've been a limited partner of our firm since 1998 and was named a principal in 2012. I currently serve on the board of Morris Community High School, the Morris Hospital Auxiliary & Foundation, the We Care organization, the GEDC (Grundy Economic Development Council) and the Joliet Area YMCA. I'm a former member of the Grundy County Housing Authority and Saratoga School Board.

In my free time, I enjoy travelling and spending time with my wife, Missie, and our children. Charlie is a high school junior, and Libby is a freshman at Indiana University. Together with my partners in our practice, Sarah Mettille and Tiffany Nelson, it is a pleasure and privilege to help serve the investment needs of our community.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Golfing
  • 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 Closed

Additional Hours

  • Web Conferencing

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