With over 12 years of experience in the financial services industry in Chicago, I am proud to have the opportunity to help those in my hometown reach their financial goals. The bond of my hometown community is important to me. At Edward Jones, we offer investments, services and tools our clients need to work toward their financial future.

My branch is located on the north side of Chicago in Ravenswood, and I am proud to serve a wide variety of clients: successful professionals, multi-generational families, pre- and post-retirees, and local business owners. I believe it is imperative to invest my time understanding what's most important to you and your family. We then use our established process to build personalized strategies to help you reach your goals.

I began investing in high school at St. Ignatius College Prep. I graduated from Boston College with a Bachelor of Science degree from the Carroll School of Management, majoring in finance and marketing. Upon graduation, I moved to Chicago and began my career as a fixed-income trader at the Chicago Mercantile Exchange and Chicago Board of Trade. I served eight years in the asset management industry and spent the last six years as vice president at JPMorgan Asset Management consulting with financial advisors in Illinois and Missouri. Edward Jones was my largest client by far. It was then that I found the value of Edward Jones for long-term investors and the meaningful impact the company has on clients' lives, and I wanted to be a part of it. I'm continually learning, and in order to better serve my clients, I earned the Certified Investment Management Analyst® designation in 2020 with a focus towards portfolio construction and manager selection.

I was born at Northwestern and raised on the Northwest Side of Chicago in beautiful Edison Park. I am happily married to my wife, Brooke, and we have a daughter, Lottie. We also have a Sheepadoodle named Stanley. We spend as much as time as possible with family in Chicago and Culver, Indiana and enjoy traveling, golfing, skiing, boating, reading and the beach. I am a member of Beverly Country Club and Maxinkuckee Yacht Club.

I welcome the opportunity to learn more about you and your financial goals. It all starts with a conversation. Please feel free to call me for a complimentary consultation at 773-275-1255 or email [email protected].

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Community Outreach
  • Fishing
  • Personal Fitness
  • Outdoor Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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