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
-CFP® (CERTIFIED FINANCIAL PLANNER™) - Since 2013
-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.