After being in the financial services industry for over 15 years, I have found that my clients value and appreciate the time we spend together to help understand and achieve their most important financial goals. Using our established process we work with our clients to help build personalized strategies to reach and stay on track toward those goals. Whether its planning or living in retirement, college savings for a child or grandchild, protecting the financial future of the ones you care most for or developing estate and legacy strategies, our team will work to make you feel in control of all your financial strategy. I also coordinate and work in tandem with other professionals who include your CPAs, estate planning attorneys and other trusted partners. The ability to positively impact peoples lives has always been a passion of mine and we strive on a daily basis to provide the best client experience possible. Our branch team, including myself and Carleen Haake, who has 18 years of experience with Edward Jones, have one focus and that is you, the client. I have been asked to help with many leadership roles within Edward Jones. I have had the privilege of working on our talent acquisition team, serving as a trainer to new advisors and I currently serve as our regions client solutions leader which focuses on coaching our financial advisors in the Chicagoland area how to deeply serve their clients. I earned my bachelor's degree in 2003 from Drake University in Des Moines, IA, where I was also a member of the mens tennis team. I am married to my wife, Erica, who is also an Edward Jones financial advisor and we have two daughters, Olivia and Lillian. I currently serve as co-chair on the board of directors at PADS of Lake County, where we provide trauma-informed support, resources and shelter to individuals and families experience a housing crisis. In my free time, I love traveling, especially to Europe, golfing and teaching tennis to my little girls.