Clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to financial questions and concerns.

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding your goals. Whether you're preparing for retirement, saving for college for children or grandchildren, getting the down payment for that first house or just trying to protect the financial future of the ones you care for the most, I want to understand what's important to you.

It's also necessary to discuss the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. Then, we can work together to develop specific strategies to help you achieve those goals.

We will meet regularly to monitor your progress and help make sure you stay on track or determine if any adjustments need to be made along the way. Finally, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver comprehensive strategies that leverage everyone's expertise.

In 2007, I began my career with Edward Jones as a financial advisor in Joliet. I have been leading the Shorewood branch since 2008. My family and I have lived in Shorewood since 2003. We are deeply invested in this community.

After completing my undergraduate degree in engineering from the University of Illinois in 1989, I earned my MBA in finance from Wright State University in Dayton, OH in 1998. In addition, I've completed all the requirements and maintain the continuing education for the following certifications and designations:

-AAMS™ (Accredited Asset Management Specialist™) - Since 2009
-ChFC® (Chartered Financial Consultant®) - Since 2023

At Edwards Jones, we provide the investments, services and tools our clients need to help complete a road map for their financial future. Thousands of Edward Jones colleagues and constantly evolving technology support our office, so we can ensure you receive the most current and comprehensive guidance.

Relationships are key, and in our view, meeting face to face builds strong relationships. We will, however, meet when and how it's convenient for our clients because we recognize the challenging nature of their busy lives.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More