Senior & Assisted Living Advisor Throughout Illinois

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Professionals who guide seniors through various financial issues.

Edward Jones - Barrington

assisted living services Edward Jones - Barrington

As an Edward Jones financial advisor, I am committed to applying my knowledge and experience to help clients work together toward their financial and life goals and dreams. I help clients develop tailored investment strategies, which address their financial concerns, asset growth and wealth preservation objectives. I aim to be a beacon of light in uncertain times - helping individuals, business owners and professionals navigate their way through the many issues affecting them.

What motivates me on a daily basis is my desire to work with and foster long-term relationships with many individuals, families and businesses. I have the ability to connect with people, analyze numbers and situations, and work tirelessly for my clients.

I hold an MBA from DePaul University and a BA in economics from Boston University. I am a Certified Financial Planner™ professional.* I hold numerous registrations including my Series 6, 7, 63 and 65, and hold an Illinois license for life and long-term care insurance. Previously, I worked in the financial services, consulting, insurance and technology industries. I led various marketing, financial analysis, and operations initiatives, and enjoyed time cultivating a small business.

Born and raised in Poughkeepsie, NY, I now make my home in Palatine, IL with my wife, Jacqueline, and my two daughters. I am also a member of Barrington Lions, DePaul Alumni Association, Boston University Alumni Association and Shedd Aquarium.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

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Finding assisted living or other types of senior care can be overwhelming and a time-consuming task. Elderwerks is a relationship-based company. We are dedicated to our families 24/7.

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For your complimentary, individual consultation, or for help touring an assisted living community, call an Elderwerks Advisor today at 855-462-0100.


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