Ready to discuss your financial future?
11621 Catalpa Lane
Woodstock, IL 60098
Toll Free: 855-337-4485
My Community Activities
- Woodstock Morning Rotary Club, Board Member and Treasurer
- Woodstock Youth Baseball, President
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate you 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 program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Woodstock, IL, office. I began my financial services career in 2004, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Donna; and two young children, Tyler and Trevor. I also enjoy playing golf, fishing, horses and sports — I’m an avid Chicago Bears football and Cubs baseball fan. In addition, I enjoy coaching baseball.
Areas of Concentration
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Retirement Income Planning
- Small Businesses
- Wealth Management
Education and Credentials
- Columbia College Chicago, Bachelor of Arts degree
- Chartered Retirement Planning Counselor℠ (CRPC®)
What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELOR℠, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.