I believe it’s important to understand the many financial goals that you want to achieve, such as securing your retirement, saving for the education of your loved ones and building your family legacy. And, as your trusted professional, I look forward to helping you implement the most appropriate investment strategies for you, for your family or your business.

My Edward Jones office is in Skokie, where I also live, along with my wife, our three ever-growing children and one very talkative tabby cat. I've been an Edward Jones financial advisor since 2008. Throughout my career, I have always worked in the finance industry, beginning many years ago in Baltimore, at the investment firm of Alex. Brown & Sons.

My family and I belong to Saint Joan of Arc Catholic parish, where I enjoy volunteering in our church's Habitat for Humanity efforts. I also am pleased to be part of the Archdiocese of Chicago's Lumen Cordium Society. I have been a Red Cross blood donor my entire adult life. Recently, I surpassed the ten-gallon blood donation milestone (but I've never really been able to overcome my dislike of being stuck with a needle).

I earned my accounting degree from Salisbury University and an MBA from Loyola University of Maryland. I also earned the AAMS® and CRPS® professional designations.

I enjoy sharing investing insights with my clients, as well as the community at large, so I regularly host personal finance educational events at local venues such as the Levy Senior Center, the Evanston Public Library and the Skokie Public Library. It is my pleasure to be a resource for the individuals and families who work with me, and I delight in having one-on-one conversations to understand my clients' needs, priorities and financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Gardening
  • Spending Time with Family
  • Genealogy

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

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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