400 South County Farm Road
Wheaton, IL 60187
Toll Free: 877-692-8076
CA License #0D63426
My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we don’t earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co., a firm in 2017.
We take the time to get to know our client and their circumstances. It is, after all, those issues that will drive their financial goals and help form the framework of their financial plan. As we work together, we’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a plan together, and meet periodically to assess our progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
I’ve worked in financial services since 1991, and hold the Certified Financial PlannerTM certification. When I’m not working, I enjoy playing golf, biking and running, and I’m a Chicago Bears fan. I serve the community by working with the Wheaton Academy Foundation in Chicago. I enjoy playing guitar, and spending time with my wife of 22 years, Denise, and our three children.
- Cedarville University, Bachelor of Arts in Finance
- Certified Financial Planner
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial consultant has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.