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Prior to my career at Edward Jones, I often heard many ideas and strategies for saving for retirement while also providing for my family. Information was coming from every direction, making it difficult to understand what the best options were. Today as an Edward Jones financial advisor, I take pleasure in getting to know my clients on a personal level and provide strategies that are right for them and their families.
With over 15 years of combined experience and serving numerous households in the community, Katie and I work with families and business owners to understand what is most important to them. We build individualized financial strategies in the areas of personal and or business retirement plans, insurance considerations, saving for education, creating a regular flow of income and estate considerations. We partner with our clients and their trusted professional partners, such as attorneys and CPAs, to keep them on track throughout their lifetime.
My wife, Jill, and I are raising our three beautiful children, Brielle, Dean and Trent, in Crest Hill, IL, my hometown where my office is located. Our community has always had a special place in my heart, and I've given back to the community my entire adult life and continue today. I currently serve on the Crest Hill City Council as Ward 4 alderman, as secretary of the Crest Hill Chamber of Commerce, board member and past president of the Crest Hill Lions Club, a finance committee member of St. Anne/St. Ambrose Churches, Deputy Grand Knight and charter member of the Knights of Columbus St. Ignatius of Loyola Council 15713, president of the White Oak Library Foundation and as a member of Joliet Rival's Club. I am a past member of Crest Hill Plan Commission, Richland School District 88A Board of Education and Crest Hill Community TV.
I would like to help to provide the answers to your questions so you can make informed decisions. Please give us a call today to begin your journey to financial success!
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|