As an Edward Jones financial advisor, I work with individuals and families to help them define, clarify and commit to fulfilling their lifetime goals so they can live the life they envision. I do this by working closely with my clients to help them discern what is important to them and then together we create a customized solution and investment strategy to help reach those goals. This often involves working closely with their CPA, attorney and other trusted professionals to complete this comprehensive strategy.
I have been helping clients from Northwest Indiana and the greater Chicagoland area for over 20 years at Edward Jones and hold the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Originally from western Kansas, I am a graduate of Kansas State University. My wife and I have lived in St. John, IN, for over 20 years and are active members of our community.
Bridget Tkach, my branch office administrator, focuses on providing the highest level of client service, document preparation and processing. Together, Bridget and I work to provide our clients with an ideal client experience.