My Professional Background
I began my career in 2005 with A.G. Edwards in Edina, Minnesota. In 2007, I transferred to the Roselle, Illinois branch. Shortly thereafter, I joined the Hanson-Fisher Wealth Management Group. In March of 2010, I joined Benjamin F. Edwards & Co. with the opening of the firm’s seventh office in Wheaton, Illinois.
As a CERTIFIED FINANCIAL PLANNERTM professional, I work with my clients to develop personalized investment strategies that reflect their life circumstances, goals and objectives – whether they are in the wealth accumulation, preservation, or distribution stages. I have access to a wide array of products and strategies to assist in accomplishing the long term goals of my clients. From fixed income and individual equity strategies, to mutual funds and private money managers, I will work hard to ensure that your investment mix is appropriate according to your individual goals and risk tolerance.
My wife Amy and I live in Winfield along with our four children. In my spare time, I enjoy a variety of outdoor activities including running, cycling, fishing and archery.
My Education and Credentials
- Bethel University (St. Paul, Minn.) – Bachelor of Arts Degree, Finance & Marketing
- CERTIFIED FINANCIAL PLANNERTM professional