As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. I also believe the relationship between our branch and our clients is an important aspect when investing, and we strive to give a high level of service to our clients. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy, as well as your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Originally from the south suburbs, I began my relationship with Edward Jones as a client in 2005 and joined the firm as a financial advisor in 2007. In 2009, I opened the first Edward Jones office in Westmont, IL.

I hold a bachelor's degree in computer science and business administration from Loyola University Chicago, as well as the AAMS® and the CFP® certifications.

In addition my responsibilities as a financial advisor, I volunteer at Edward Jones as a mentor and trainer for newer financial advisors, and as part of the Grassroots Legislative Taskforce to be the voice of the individual investor in our nation's capital. I have also been part of the firm's recruiting efforts, with a focus on the areas of diversity and inclusion.

Though not a resident of Westmont, I support the community as a member of the Westmont Chamber of Commerce, as well as volunteering for various community events.

My branch office administrator, Cheryl, has many years of experience so please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Together, we work to provide our clients with the highest possible level of service.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Gardening
  • Wine Collecting/Enthusiast
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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