Edward Jones Financial Advisor Dedicated to Helping You
Business Retirement Plans
Retirement Savings Strategies
Insurance & Annuities
Retirement Income Strategies
Estate & Legacy Strategies
The top three priorities for me as a financial advisor are: listening to my clients' needs and goals, always doing what's right for each client, and providing personal client service throughout our partnership. It is a privilege that for 12 years, clients have trusted me to work with them to achieve financial success and I'm grateful for the opportunity that brought my financial experience to Edward Jones in 2014.
Understanding what's important to individual investors and partnering with them to build personalized strategies toward achieving their unique goals is only part of the service I provide. Once goals have been determined and strategies implemented, it is equally important to me that I conduct reviews with my clients as a way of ensuring we stay on track. It's my personal objective to take the time necessary to help my clients make informed decisions by providing explanations and answering questions regarding their investments and recommended changes over time.
I've lived in the Chicagoland area all of my life. Before entering the financial services industry, I obtained my degree in computer science from Loyola University Chicago.
My passion in life is my wife and three children. We make our home in the Fox Valley area, and because I appreciate the outdoors, there's a good chance you'll find me biking, running, or canoeing along the Fox River. Serving at Christ Community Church in St. Charles, IL, is another area where I invest my time serving in outreach, men's and youth ministries, and as a budget coach.