CA License #0D63426
My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we don’t earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co., a firm in 2017.
We take the time to get to know our client and their circumstances. It is, after all, those issues that will drive their financial goals and help form the framework of their financial plan. As we work together, we’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a plan together, and meet periodically to assess our progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
I’ve worked in financial services since 1991, and hold the Certified Financial PlannerTM certification. When I’m not working, I enjoy playing golf, biking and running, and I’m a Chicago Bears fan. I serve the community by working with the Wheaton Academy Foundation in Chicago. I enjoy playing guitar, and spending time with my wife of 22 years, Denise, and our three children.
- Cedarville University, Bachelor of Arts in Finance
- Certified Financial Planner