Purpose
My role is to help my clients grow and protect their resources, so they can create a positive impact on their family and community. Professional Background
I am a CFP® (CERTIFIED FINANCIAL PLANNER®) Professional and enjoy the pursuit of new information in quickly changing financial markets. I bring a strong analytical perspective to the wealth strategy process. Before establishing my caree
r as a Financial Advisor, I was a civil engineer & project manager consultant to various developers in the Chicagoland area. I have had the fortune of being connected to the financial industry a long time. My father has been a Financial Advisor for over two decades, and I have had opportunities to work directly with him for periods of my career. I place a high value on teamwork and have a very talented branch office administrator, Brian Grogan, who helps provide quick and detailed client service, and I collaborate often with tax and legal professionals. Partnership
Please give me a call if you would like to hear more about my wealth strategy process. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC
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