Advisor in Glen Ellyn, Illinois
As a financial advisor and partner with Edward Jones Investments, I serve clients throughout the Chicagoland area. I serve a select group of families and businesses, designing tailored strategies that reflect their unique circumstances. For over a decade, I have focused on providing solutions that emphasize intellectual rigor, in-depth customization, and committed service. I work closely with my Branch Office Administrator, along with the immense resources provided through the Edward Jones portfolio of technological and research tools. In doing so, I am able to work closely with a diverse group of individuals and families, helping them streamline the complexities of life and wealth. My significant experience ranges from advising senior executives, company founders, entrepreneurs, complex business retirement/benefit plans, non-profit organizations, and multi-generational families.
Outside of the office I volunteer my time primarily at an organization called the Kenneth Young Center. KYC helps people in our community feel good, do better, and find solutions. KYC's primary focus is in Behavior Health and Senior Services, but they are also so much more. KYC provides much needed assistance to the most vulnerable people in our community, and they make an AMAZING difference each and every day. As a member of the Board of Directors, I would be happy to share more details with you one on one! If you are looking for an opportunity to lend a hand in your community, but are undecided as to where you may fit in, then please check out the KYC website at www.kennethyoung.org, you'll be happy you did.