As a financial advisor, I value learning the "why" behind the financial choices you make. Understanding what's important to you helps us work together to make your personalized financial strategy truly meaningful.
I started with Edward Jones in 2023 after spending over six years in financial services. I chose to work at Edward Jones because of the personalized approach we take with each client and the ability to work one-on-one with individual investors and local business owners. In my previous roles, I found myself connecting with clients, learning more about them and recognizing how their goals affected their investment choices. I strive for excellence in the service and advice I provide to my clients, so I decided to complete my CFP® certification.
My wife and I are from Oregon, IL. Family and community are important to us, so after college, we knew we would return to the Sauk Valley. We look forward to being active within our community and volunteering. When I am not in the office, you can find me volunteering for Kiwanis, running, and trying to keep up with our 3-year-old son.
Whether you're planning for retirement, saving for education or creating a legacy for your family, I would be happy to work with you to create your personalized financial strategy. I look forward to meeting you.