2056 Westings Avenue
Naperville, IL 60563
Toll Free: 866-331-6250
My Professional Approach
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. This is one of the things I have learned during my more than 23 years in the financial services industry.
This is why we believe it is important to spend time with our clients and get to know them. After all, no two clients are alike and the same goes for their investment plans. When we work together, I’ll ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk.
Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in our Naperville Office. I enjoy helping clients uncover their needs and passions and assisting them as they build a financial foundation to achieve their goals. In addition to my work with Benjamin F. Edwards, I coach several youth sports teams, and enjoy traveling. My wife of nearly 40 years, Terri, and I have two children and four grandchildren.
- Concordia University, Bachelor of Arts in Biology
- The National College of Chiropractic, Bachelor of Science in Life Science
- The National College of Chiropractic, Doctor of Chiropractic