About

As an Edward Jones financial advisor, I proudly serve a very diverse group of clients with an emphasis on individual professionals and small business owners. I listen, understand and guide them through an established process to help develop long-term, sustained financial success, whether their goals involve creating, protecting, spending or transferring wealth. I do this by collaborating with their CPA, attorney and other professionals, always with a laser focus on what is in my clients' interest. Caring deeply about our clients, my branch team and I are mission-driven to always deliver excellent, highly personalized service equally to all of our clients. There is no greater joy than to be thanked by our clients for helping them achieve their financial goals, or to be referred by a client to a friend or family member.

I like to say I’ve been preparing for a career in financial advising since I was 8 years old. That was the year I saved every birthday check and spare coin I could find to buy a Coleco Electronic Quarterback game. Turning $25 in penny rolls and $75 in bills into something I truly wanted taught me early lessons in patience, discipline and smart saving — lessons that have guided me ever since.

From bagging groceries at age 10 to spending two decades with two of the world’s largest public accounting firms, I’ve built my career around helping people understand money and make confident financial decisions. I’ve also had the privilege of teaching financial literacy and investing to students and community members, something I believe is essential for empowering the next generation.

Today, as a financial advisor, I get to put that passion to work for clients every day. From my Algonquin office, I serve individuals, families, business owners and nonprofits across Chicagoland and throughout the country. I’m fortunate to work alongside my branch office administrator, Janice, whose energy and commitment help us deliver an exceptional level of care.

What truly sets my practice apart is the time we spend getting to know our clients. An ideal client experience starts with understanding what matters most in your life — your goals, your values, your concerns and your vision for the future. By listening first, we build financial strategies that are not only sound, but personal, intentional and aligned with what you want your money to accomplish.

Outside the office, I’m a proud father and lifelong sports fan who enjoys fishing, traveling and staying active. I also coach youth football and basketball, helping young athletes grow in character, teamwork and confidence. In addition, I serve on the board of the Ada S. McKinley Foundation, supporting its mission to empower, educate and employ individuals to strengthen our communities.

We’d be honored to support your financial journey. Call (847) 844-0706 to schedule an appointment.