As your Edward Jones branch team, Nicole and I value personal relationships based on a deep understanding of your unique financial needs. We work with our clients to develop a solutions-based approach tailored to each person and their family, providing the advice and service necessary for navigating today’s complex marketplace.

I believe it is essential to invest my time to understand what you’re working toward before you invest your money. Defining what is important to you is the foundation of your legacy, the story you will create. To that end, we value partnership with your CPA, attorney and other professionals for the specific role they may play in your life today and in your goals for the future. Envisioning that future is your job. Helping you get there is ours.

When I began my career with Edward Jones in early 2009 there were those who ardently questioned my choice. The authority of reason my Grandpa Suds, rallied as passionately in opposition. “This is when and where you are needed most.”

A financial services pioneer himself, Grandpa was right. “In this profession you will never stop learning and you will love it more and more – an ancillary benefit of the lives you will change and the relationships you will create.” Right again.

I have served Edward Jones in many volunteer roles, from training and coaching financial advisors to being the regional coordinator for the Walk to End Alzheimer’s. Today I am a proud limited partner of the firm.

I married my high school sweetheart, Denny. Our two beautiful daughters are grown, so now we parent three dogs and a horse named Hero. We've called Illinois home for nearly 25 years.

My Branch Office Administrator and my partner in business Nicole, has been dedicated to providing our clients with the highest level of service possible for over three years. We are proud to be Wauconda Strong and we look forward to welcoming you to the place on Main Street that is our office but feels more like home.