As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding your financial goals before we invest your money. I work one-on-one with you to help determine the most appropriate financial strategy for you and your family. It's my passion to help individuals and families create personalized strategies. Through our tailored process, we are able to meet the unique needs of our clients, whether that means retiring well, passing on wealth or preparing to send your children off to college.

Being the father of two young boys, I realize that each day is a blessing that can't be overlooked. The excitement and joy that my boys exude daily is what I want my clients to experience while working with me. Originally from Ohio, I have lived in Lake County since 2012, and in 2017, moved to Grayslake. I have a passion for helping others and am a member of the Exchange Club of Grayslake and the Grayslake Professionals Network. My wife, Alissa, and I attend Hope Community Church in Lake Villa.

Prior to joining Edward Jones in 2013, I was an area life consultant for PFG and a regional vice president for Nationwide Financial.

A 2004 graduate of Bowling Green State University, I received a master of education. I have my Series 7, 63 and 66 registrations. I also hold a license for life, health and long-term care insurance.

My branch office administrator, Kristin Cassidy, has the same passion for helping others and is always searching for unique opportunities to further serve the families we touch. She has lived in Grayslake since 1994 and worked for Edward Jones since 1997. She has two adult children and three adorable grandchildren. She is a member of Joy! Lutheran Church in Gurnee.

If you would like to learn more about our team and the Edward Jones approach to investing, please call to make an appointment. Together, we can help get you where you want to be.

Focus areas

  • College Savings
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Car Restoration

Office Information

Office Address

10 N Lake Street Suite 113 Grayslake, IL 60030

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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