400 South County Farm Road
Wheaton, IL 60187
Toll Free: 877-692-8076
I believe in building trusting relationships with my clients, working with them to build customized plans designed specifically to help meet their financial goals.
I have been in the financial services industry since 1998 and have tailored my practice to create retirement income strategies and long-term goal planning. It’s rewarding to know that I am helping my clients plan for important life events – whether it’s sending their kids to school, enjoying a secure retirement, or protecting their wealth for the next generation.
Prior to joining the Wheaton office of Benjamin F. Edwards & Co. in 2012, I worked at A.G. Edwards (now Wells Fargo Advisors), where I began my financial services career. Before moving into the securities industry, I worked in management, marketing and administrative positions at my alma mater, Wheaton College, as well as with a major international institutional real estate firm.
Whether developing a portfolio of individual investments, planning for retirement or transitioning wealth to the next generation, I believe in helping my clients plan a personalized approach for their life events. I work closely with them to create investment strategies designed to help meet their goals, while also being mindful of their tolerance for risk.
My wife, Elaine, and I live in Wheaton and together have three grown children and seven grandchildren. I am actively involved in our church and I have served on boards of a number of ministry and nonprofit organizations. In my spare time, I enjoy sports, travel, fishing and biking.
Education and Credentials
- Bachelor of Arts in Economics and Business Administration, Wheaton College
- Master of Arts in Communications, Wheaton College Graduate School