Have you ever said to yourself, “When I get home, I’m going to research my investments,” but at the end of the day, you just didn’t have the time or energy? Time is a precious commodity. My team feels it’s important to invest our time helping you set goals and build a financial strategy for you. We start by understanding what is important to you, whether it’s planning for retirement, saving for college or preparing a legacy to leave your finances for future generations.

I first became interested in investments as a hobby early into my 20-year career in the U.S. Air Force, after a conversation with a more senior airman who asked me how I was saving my money. A family member introduced me to an Edward Jones financial advisor, who helped me understand the basics of investing, which I was able to share with other service members.

When I left active duty service, I joined Edward Jones so I could continue helping people make decisions about their money. My branch office administrators, Laura Lee Beran and Lori Dobis, and I work with clients one-on-one to ensure our guidance is tailored to their individual needs and coordinate with their accountants, attorneys and other professionals.

I became an Edward Jones regional leader in 2018, giving me the opportunity to lead and mentor financial advisors and staff in more than 70 Edward Jones branch offices in the Chicagoland area. I hold FINRA Series 7 and FINRA Series 66 licenses. I'm a licensed insurance agent in Illinois and hold the AAMS® professional designation from the College of Financial Planning. I have a bachelor’s degree from Charleston Southern University and a master’s degree in business administration from the University of Phoenix.

I work with clients all over the country from my branch office in the Chicago suburb of Mt. Prospect, Illinois, where I also live with my wife, Jo, an estate planning attorney. We have two grown children. Out of the office, you may find me gardening, traveling or playing golf.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • New Investors

My Personal Interests

  • Baseball
  • Gardening
  • Home Improvement
  • Outdoor Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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