Edward Jones

About Us

As a Financial Advisor at Edward Jones, I specialize in helping business owners, individuals, and families create financial strategies that support long-term success. I understand the challenges of managing a business and planning for the future- because I've lived it myself as a former Management Consultant turned Financial Advisor.

For business owners, I help design customized solutions for tax-efficient investing, retirement plans (like SEP, 401k, etc.), and succession strategies. For individuals and families, I provide personalized guidance around investing, education savings, and retirement planning.

My approach is relationship-focused and built on listening first. I'm proud to be a member of the Rolling Meadows Chamber of Commerce. If you are looking for a trusted partner to help you navigate financial decisions, I'd be happy to connect.