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Making Sense of Investing

General Info

Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and life insurance. I can help you develop a strategy for working toward your retirement goals.I joined Edward Jones as a financial advisor in 2017 to help families and business owners simplify investing. I have spent the last 15 years of my professional life in the financial services industry, culminating with the opening of the second Edward Jones branch office in Addison, IL in April 2019.A 2004 graduate of Butler University, I hold a bachelors degree in business administration. In addition, I am an active Rotarian and enjoy volunteering in my free time.My wife, Lindsey, and I both grew up in the Midwest and we love living in the West Suburbs of Chicago. We have a daughter, Rosalie, and a dog named Scotch. I enjoy golfing, while Lindsey has a passion for singing barbershop competitively as a part of Sweet Adeline's International.Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when its convenient for our clients because we recognize the challenging needs of their businesses and their lives.As an Edward Jones financial advisor, I believe its important to invest my time in understanding what youre working toward before you invest your money. The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.Please let us how we can be of service to you.

HoursOPEN NOW
Regular Hours:
Mon - Sun

Contact Info

Phone:

Main - 630-519-3925

Address:
51 N Addison Rd Addison, IL 60101
Email:

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Categories
Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Management
Services / Products
Advisors Financial Advisor Funds Investment Investment Management Investment Managers Stock & Bond Broker Stocks & Bonds
Brands
Addison Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker
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