My goal is to faithfully serve you, the investor. I do this by understanding what is important to you. Using our Edward Jones established process, I will develop a personal financial strategy focused on your financial goals. We will look at goals such as planning for retirement, business retirement planning, insurance strategies and creating a regular flow of income. Our office will work closely with your other trusted professionals, such as your CPA and attorney.

I started my career at Edward Jones in 2016 after graduating from the University of Illinois with a Bachelor of Finance degree. I successfully completed the Series 7 and Series 66 registration exams and most recently earned my AAMS™ accreditation.

I grew up in Joliet and now work in New Lenox. I'm excited to continue growing my business here as well as give back to this great community. I currently serve as president of the Orland Park Lions Club. I'm also a member of the New Lenox Chamber of Commerce.

Wendi Conrad is the branch office administrator of our office. We are dedicated to providing you with the highest level of service to meet your financial needs. Please don't hesitate to call on us with any questions, big or small. We are here to help.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Employee Stock Options
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Traveling
  • Sports Enthusiast
  • Volunteering
  • Podcasts

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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