Whether busy means to you that you're managing an active family, running a business or navigating through your retirement journey, my mission is to help you build a financial strategy to best meet your goals. With over 20 years of experience in the financial industry, I came to Edward Jones because the amount of personalized care and support that is given to each client from the entire team (from
the experienced analysts and researchers in St. Louis to your local Financial Advisor) is unique in the industry. Prior to my start with Edward Jones, I helped families as a Loan Officer for Compass Mortgage. Prior to Compass Mortgage, I was the Managing Partner/Trader for LFK Group for 10 years, and a Senior Trader for TransMarket Group for 10 years. The research and analytical skills developed to monitor broad economic factors and my understanding of global financial markets can offer significant value for my clients. As an Edward Jones Financial Advisor, I can help you create a tailored financial strategy by first understanding what's important to you, your comfort with risk and your investment experience before I assist you in recommending sound financial decisions for your long term goals. On a personal note, although free time is hard to come by, family is my priority. My wife, Elizabeth, and I have two children and live in Naperville. My wife and I know the importance of saving for our future, and I enjoy helping others with personalized strategies to help achieve their goals. Please feel free to contact me at [email protected] to start a conversation so I can learn about your life priorities and how I can help you with personalized strategies for your financial journey
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