My Professional Approach
As a financial advisor, I firmly embrace the principle of putting our clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Helping us along the way will be my long-time financial client associate, Julie Perez. It is wonderful to have the opportunity to work with Julie, and every day I see the pride she delivers in her client service responsibilities.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016. I began my financial services career in 1979, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Diane. We enjoy traveling and listening to music. In addition, I enjoy playing golf.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- Northern Illinois University, Bachelor of Science Degree in Finance