MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my 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 plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate you 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.
A veteran of the financial services industry since 1988, I am passionate about providing my clients with personalized, comprehensive financial advice and portfolio management based on their specific goals and objectives.Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Naperville, IL, office.
Outside of work, I like to spend time with my wife, Yvonne, and our two children—Marc and Mary Kate. Whether it’s hiking, canoeing or just walking my dog, I enjoy being outdoors. As a Licensed Professional Counselor and meditation teacher, I like to study East Asian religions and meditation practices and integrate these areas into my volunteer work.
AREAS OF CONCENTRATION
- Asset Allocation
- Business Owners
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
- Benedictine University, Master of Science Degree in Clinical Psychology
- Keller Graduate School of Management, Master of Business Administration Degree
- Earlham College, Bachelor of Science Degree
My Community Activities
- Social Service Agency, Mental Health Care Counselor Volunteer