As a financial advisor for Edward Jones, one of my main goals is to educate my clients about their finances. For example, when is a ROTH IRA more suitable for me? What are my options for a stretch IRA for my legacy? How do I need to plan now in order to get to that retirement I want? At Edward Jones, I have access to, and can help my clients understand, a whole host of products aimed to serve serious, long term investors. As a part of a solid diversified portfolio, we have access to hundreds of mutual funds, stocks, bonds, CDs, annuities, and 529 plans. I can also help you protect what is important to you as a broker for several companies that offer long term care insurance, life insurance, and disability insurance.
I have been in the financial industry for 2 years in July 2019 and a member of the La Grange Park Chamber of Commerce for just as long. I recently switched from a 18 year career as a Ph.D scientist into this industry, because i have a strong passion for educating people to understand the power they have over their finances. I have found throughout both careers that some people view financial advisors with skepticism and distrust. One of my goals is to show those people that working with a financial advisor can benefit them as much as working with their accountants on taxes or with an attorney for their estates.
I joined the La Grange Park Chamber in order to be more active in our community and as a way to help promote my business to the people of our Village. I have been a resident of La Grange Park for 8 years, and very much appreciate all the Village has to offer. I joined the Village Field Club last year and will be a member again this year. In the past 6 months, I have presented 4 financial seminars at my church, Hope Church in La Grange Highlands, as well as a couple seminars at LTHS. I am currently investigating setting up a chapter in Chicago for the alumni or the University of Hawaii where alumni can gather and talk.
Personally, I am a proud father of one daughter who is my why for my work. I want to give her a solid foundation for her life, and being a father to her is my first priority in life. You can find me biking along the Salt Creek bike path and playing volleyball at LA Fitness 2 to 3 nights a week.
Edward Jones is a licensed insurance producer in all states and Washington D.C, through Edward D. Jones & Co., L.P, and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; Edward Jones Insurance Agency of Massachusetts, L.L.C.