Bio
As a Chicago native with over 20 years of experience in financial services, I am dedicated to helping clients achieve their financial goals with a collaborative, tailored approach. My wealth management career began at Merrill Lynch, followed by roles at MetLife and OneAmerica Securities, culminating in a senior vice president position at BankFinancial in Chicagoland before joining Edward Jones.
As a personal commitment to those I serve, I obtained both the Chartered Financial Consultant®, or ChFC®, designation from The American College of Financial Services® and the Certified Exit Planning Advisor® designation through the Exit Planning Institute™. Whether you’re planning for retirement, saving for a child or grandchild’s education, or working toward other financial aspirations, we’ll develop personalized strategies to guide you toward success. With the full support of Edward Jones’ home office, advanced technology and an extensive network of professionals, I help ensure that clients receive the most current and comprehensive advice. I also welcome the chance to collaborate with your attorney, accountant and other trusted advisors, creating a cohesive strategy that integrates everyone’s expertise.
I offer comprehensive financial planning services for individuals and families at all stages of life. Whether you're just starting out, navigating life changes or planning for tomorrow, a financial plan can help you make more informed and confident decisions. Reach out to see if this service is right for you.
On a personal note, I am married to my wonderful wife, Maricela, and we have six children. I’m active in my church ministry and enjoy sports, reading and traveling the world. Above all, I’m passionate about fostering financial literacy, empowering people with the knowledge to make informed financial decisions.
