400 South County Farm Road
Wheaton, IL 60187
Toll Free: 877-692-8076
My Community Activities
- Highpoint Church, Member
My Professional Approach
As a financial advisor, I am passionate about providing comprehensive financial planning and advice to help reduce stress for our clients. To me, valuable financial advice is understanding why money is important to someone and focusing on how to make better decisions with their money both in the context of their own unique goals and in the face of life’s uncertainties.
I love to help clients determine an appropriate asset allocation and develop portfolios consistent with their goals, but also understand the importance of behavioral finance and the impact that our individual biases can have on the financial planning process.
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment plan that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined the Benjamin F. Edwards & Co. office located in Wheaton, IL in 2017. I began my financial services career in 2013, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
My wife Kelsey and I reside in Aurora. Outside of work, I enjoy playing golf, working out, watching the Cubs and playing board and card games. I also like to read, especially if it’s on a beach somewhere warm! I am a member at Highpoint Church in Naperville.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
Education and Credentials
- Taylor University, Bachelor of Science degree in Finance and Accounting
- Chartered Financial Analyst® (CFA) charterholder
- CERTIFIED FINANCIAL PLANNER™ professional, (CFP®)
WHAT IS A CFA®? A Chartered Financial Analyst®, or CFA®, designation means a financial advisor has successfully completed a rigorous training program followed by 3 six-hour exams administered by the CFA Institute and have at least four years of relevant, professional work experience. Professionals who are awarded this designation demonstrate skill in investment analysis and decision-making. Additionally, individuals must adhere to a Code of Ethics, complete a Professional Conduct Statement annually, and are subject to a disciplinary process.
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor 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.