400 South County Farm Road
Wheaton, IL 60187
My Professional Approach
As a financial advisor and member of Cunningham, Gregory, & Hoppe Wealth Management at the Wheaton, IL, office of Benjamin F. Edwards & Co., I consider it an honor to serve as my clients’ “personal CFO” and to help them achieve their financial goals.
I started as a financial advisor in 2016 after spending the first portion of my career helping develop Christ-centered microfinance institutions in some of the most complex, challenging environments in the world. Despite having followed a path less traveled, the experience instilled in me a passion for walking alongside clients to help them meet their ever-changing needs, and it ingrained in me the importance of doing so with integrity, competence, and compassion.
When I’m not working, my wife, Leeann, and I enjoy spending time investing in our family, friends, new pup, and church. I also love to run, travel, and volunteer within my community.
- New York University, Master of Public Administration—Public and Nonprofit Management and Policy
- University of Illinois at Urbana-Champaign, Bachelor of Science in Systems Engineering and Design
- Chartered Financial Analyst (CFA), 2014* and CERTIFIED FINANCIAL PLANNER™ (CFP®), 2018**
What is a CFA? A chartered financial analyst (CFA) is a professional designation given by the CFA Institute, formerly the Association of Investment Management and Research (AIMR), that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
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.