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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 PLANNER^TM 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 PLANNER^TM professional

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification 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.