Mystery Members are selected each week at random from our Executive Partners list. For more information on benefits and how to be come an Executive Partner or to add more profile enhancements, contact Chamber Staff:
Marketing & Events Manager: Shannon Kragel (630) 395-9846
Business Development Manager: Becky Nelson Patsais (630) 395-9920
5509 Belmont Rd Suite F, Downers Grove, IL 60515
Experience and Background
I want to know what is important to you and your family. I’ll use an established process to build personalized strategies to help you achieve your goals and then partner with you throughout your life to keep you on track.
My wife Jenny and I live in Naperville with our three kids, Henry, Charlie and Jack. My grandparents raised their families in Downers Grove; my parents went to Downers Grove North High School. I serve on the Chamber630 board of directors and participate in frequent community events. I am also a member of the Legislative Impact Network Committee (LINC) and I am interested in local politics.
I have more than 15 years of experience in the financial services industry and have been with Edward Jones since 2013. Prior to becoming a financial advisor at Edward Jones, I was a vice president in commercial banking at Bank of America.
I earned my MBA in financial management from Benedictine University. My graduate courses included investment theory, business ethics, economics and accounting, among others. I hold the Series 7 and Series 66 securities licenses.
My branch office administrator, Sue Denneau, has over 13 years of experience in the financial services industry, previously at Country Financial, and is dedicated to providing you with the highest level of service possible.
Sue and I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
We are an inclusive branch. We understand the unique financial needs of the LGBT+ community, and welcome the opportunity to meet with you and your partner or spouse to discuss your financial future.
We coordinate regional efforts supporting the Alzheimer’s Association, of which Edward Jones is the National Sponsor.
When I’m not working hard for my clients, I enjoy golf, snorkeling, sports, movies and mostly spending time with my wife and children.
Connect with me on LinkedIn and follow me on Facebook.