My Professional Approach
As a financial advisor and member of Cunningham, Gregory, & Hoppe Wealth Management at the Wheaton, IL, office of Benjamin F. Edwards & Co., I consider it an honor to serve as my clients’ “personal CFO” and to help them achieve their financial goals.
I started as a financial advisor in 2016 after spending the first portion of my career helping develop Christ-centered microfinance institutions in some of the most complex, challenging environments in the world. Despite having followed a path less traveled, the experience instilled in me a passion for walking alongside clients to help them meet their ever-changing needs, and it ingrained in me the importance of doing so with integrity, competence, and compassion.
When I’m not working, my wife, Leeann, and I enjoy spending time investing in our family, friends, new pup, and church. I also love to run, travel, and volunteer within my community.
- New York University, Master of Public Administration—Public and Nonprofit Management and Policy
- University of Illinois at Urbana-Champaign, Bachelor of Science in Systems Engineering and Design
- Chartered Financial Analyst (CFA), 2014* and CERTIFIED FINANCIAL PLANNER™ (CFP®), 2018**