We want to know what is important to you and your family. We use an established process to build personalized strategies to help you achieve your goals and then help keep you on track. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. We love serving people and families during wealth accumulation, distribution and transfer. Nothing makes us happier than helping local members of our community plan for, save for and live out their goals and dreams.
I have more than 20 years of experience in the financial services industry and have been with Edward Jones since 2013. Prior to becoming a financial advisor at Edward Jones, I was Vice President in Commercial Banking at Bank of America. I have my own retirement strategy and will be working for at least 20 more years, so I have the unique combination of experience and time to partner with you throughout your life.
In 2023 I became a limited partner at Edward Jones. As a partnership that has lasted over 100 years, at Edward Jones we keep our clients and associates at the center of everything we do, not shareholders.
My wife, Jenny, and I live in Plainfield, Illinois, with our three kids, Henry, Charlie and Jack, and our dog, Cooper. My grandparents raised their families in Downers Grove; my parents went to Downers Grove North High School. I am a member of Chamber630 Board of Directors and support the Downers Grove Area FISH Food Pantry.
In 2011, I earned my MBA in financial management from Benedictine University. I hold the Series 7 and Series 66 securities registrations.
We are an inclusive branch. I am a proud member of the Edward Jones LGBT-plus Allies Business Resource Group.
Our Branch Office Administrator, Sue Denneau, has over 18 years of experience in financial services and is dedicated to providing you with the highest level of service possible.
When I'm not working hard for my clients, I enjoy running, fishing, sports, reading and mostly spending time with my wife and children. In 2023, I completed the Chicago Marathon and in 2024, I completed Grandma's Marathon in Duluth, Minnesota. I love pushing myself to my limits and then expanding those limits on an unending journey of personal growth. Distance running takes planning and dedication, much like long-term financial strategies.
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