As a financial advisor, my true passion is to educate investors, to keep them informed about their investments and market trends, and to develop strategies to help them reach their goals. I first sit down with you to discuss your priorities, and then we develop a strategy together, tailored to your individual needs. Every client is different, and I strive to serve each household with a strategy as unique as their personal needs. I also get excited when I help my clients plan for life's milestones and the variables along the way.

Originally from Oak Park, I graduated Elmhurst College in 2010 with a Bachelor of Science and began serving clients with Edward Jones in 2012. After achieving the CFP® certification in 2016, I now reside in my hometown with my wife, Emily, our daughters, Rosalyn and Eliza, and our dog, Loki.

Outside of the office, I give back to the Brookfield community in a variety of volunteering opportunities. I am the previous president for the Brookfield Chamber of Commerce and work with a number of nonprofits in the area. Also, my branch office administrator, Dorothy, and I organize food drives for local food pantries and have a school supply drive that benefits the families and elementary schools in the area that has continued for a decade.

My door is always open. If I can be of service to you or your family, please don't hesitate to ask.

Focus areas

  • Socially Conscious Investing
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Volunteering
  • Cooking
  • Gardening
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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