As an Edward Jones financial advisor, I believe it is important to invest my time to understand your needs and goals before investing your money. Working closely with you and our team of professionals, I can help determine the most appropriate financial strategy for you and your family.

Whether it is helping plan for retirement, passing on wealth for generations to come or helping pay for college tuition, I use an established process to develop a financial solution tailored to my clients' needs. My approach helps me to build relationships with my clients for a lifetime.

I began working for Edward Jones in 2009. I hold a Series 7 and Series 66 registrations, as well as life insurance. I earned the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. I earned my bachelor’s degree from the University of Phoenix.

I am the past president of the Carol Stream Rotary Club. I'm also the vice president of the Carol Stream Chamber of Commerce. Additionally, I help with the Toys for Tots drive and I am a Junior Achievement volunteer for local elementary school students.

I reside in Bloomingdale, with my wife, Charlene. We have three daughters: Haley, Emma and Harper, and our dog, Livea. If we're not traveling, we're usually busy with our daughters' activities, which include dance, gymnastics and softball. In my spare time, I enjoy fishing, snowmobiling and various outdoor activities.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives. Please call us with any questions.