As an Edward Jones financial advisor, I work closely with local families to help organize, manage, prepare for the unexpected, and ultimately transfer their wealth, while serving as their unwavering source of optimism.
In my role, I believe it's important to invest my time in understanding what you're working toward before you invest your money. I work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
Prior to joining Edward Jones, I was a Community Bank president for 11 years. I came to Edward Jones in 2001 because I wanted to help individual investors work toward achieving their financial goals. During the past 17 years, I have helped many clients in various life stages to plan, implement and realize their retirement dreams. In addition, my branch staff is always here to help with your needs.
A graduate of Missouri State University, I hold a bachelor's degree in finance. I received the AAMS® professional designation in 2004. I became a limited partner with Edward Jones in 2007. In 2015, I qualified to attend the Edward Jones annual Financial Advisor Leaders Conference, an honor reserved for the firm's top financial advisors. With the cooperation of my branch team, we regularly assist in mentoring new Jones financial advisors.
Originally from Missouri, I have lived in Northern Illinois since 2000. As a part of the community, I have a passion for supporting my church and the Milwaukee Art Museum. I am also an active member of the Grayslake Lions Club. However, my most gratifying, and sometimes challenging, role is that of family man. My spouse, Kim, and I have two grown children, Beth and Evan.
At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office, so that we can help you and your family reach your long-term financial goals.
My Personal Interests
Office Address33261 N US Highway 45
Grayslake, IL 60030
Phone NumberPat Uding at (847) 223-1908
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
|Sat||By Appointment Only|
- Web Conferencing
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