The top three priorities for me as a financial advisor are: listening to my clients' needs and goals, always doing what's right for each client and providing personal client service throughout our partnership. It is a privilege that for 17 years, clients have trusted me to work with them to help them achieve financial success, and I'm grateful for the opportunity that brought my financial experience to Edward Jones in 2014.

Understanding what's important to individual investors and partnering with them to build personalized strategies toward achieving their unique goals is only part of the service I provide. Once goals have been determined and strategies implemented, it is equally important to me that I conduct reviews with my clients as a way of ensuring we stay on track. It's my personal objective to take the time necessary to help my clients make informed decisions by providing explanations and answering questions regarding their investments and recommended changes over time.

I've lived in the Chicagoland area all my life. Before entering the financial services industry, I obtained my degree in computer science from Loyola University Chicago.

My passion in life is my wife and three children. We make our home in the Fox Valley area, and because I appreciate the outdoors, there's a good chance you'll find me biking, running or canoeing along the Fox River. Serving at Christ Community Church in St. Charles, IL, is another area where I invest my time serving in outreach, men's and youth ministries, and as a budget coach.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Backpacking
  • Fishing
  • Personal Fitness
  • Mountain Biking
  • Canoeing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Connect on Social

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