My professional passion is helping people protect their future by investing their hard-earned money in a straight-forward, sensible way. I treat each client as the special individual that they are. We talk about their investment expectations when it comes to risk, their age and their goals for the money they’ve invested. Our clients appreciate knowing what their costs are as well as the service and guidance we provide to them.

I have many years of experience in the financial markets. My experience started as a bond broker in the U.S. Treasury Complex on the exchange floor of The Chicago Board of Trade. For the past 13 years, I have been an Edward Jones financial advisor based in Winthrop Harbor, IL, where we serve hard-working clients and retirees in Northeast Illinois, Southeast Wisconsin and others throughout the United States. My experience during multiple market cycles during various economic conditions has been a benefit to those clients I serve.

In August of 2022, I earned the CERTIFIED FINANCIAL PLANNER™ certification. This has helped our clients as we work together with their tax and legal professionals.

I am have been instrumental in bringing the "7th Street Music Series" to Winthrop Harbor in the summer. I am actively involved as a volunteer at my local church. I enjoy playing acoustic guitar, golf and biking. My personal passion is spending time with my family.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • College Savings
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Music
  • Golfing
  • Mountain Biking
  • Sailing

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

Email Me

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