About Us

The ability to impact lives and to inform has always been a focus of mine.  I was fortunate to find a career that allows me to do both.  In Wealth Management, I enjoy the opportunity to build relationships with individual investors, families, and businesses in the creation, implementation, and execution of strategies that work toward specific goals we set together.  

I coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys, and Insurance Specialists to execute needed actions for my clients.  I have always and will continue to strive to serve my clients in a fashion where the only bias is what is best for them.

I received my undergraduate and graduate degrees from Florida A & M University in Tallahassee Florida.  Prior to finding my calling, I worked several years at Ford Motor Company traveling the Midwest helping dealerships grow their businesses.  I started working as a Financial Advisor in 2007 with Edward Jones in Oak Park IL.  I moved that practice into the Hyde Park neighborhood of Chicago in 2014 and then left to open Jeller Wealth Management in December of 2019.   

I hold the Series 7, 24, and 66 Registrations.  In addition, I have my Life and Health Insurance Agent Licenses.  Currently I am securities registered in 27 states and the District of Columbia along with the New York Stock Exchange, NASDAQ, NYSE American LLC, and FINRA. 

My wife Joslyne and I live in Chicago along with our 3 children who keep us active, inspired, and full of pride.  We are also dog owners and enjoy volunteering in our community.

I grew up in a small town called Murphysboro in Southern Illinois with my two parents who are both schoolteachers. I attended the University of Illinois Urbana-Champaign where I received a Bachelor’s in Science within Financial Analytics.  During my matriculation, I established a network of like-minded individuals where I was able to accelerate my learning and skills within the financial industry.

I believe landing in this industry is where I can utilize my two true passions, teaching and investing.  Teaching others has always been a devotion of mine stemming from my parents. In my profession, I am able to do the two things that bring me great joy, teaching others and investing.

I started on my career path as a Financial Advisor intern and upon graduation; I joined Edward Jones as an Advisor.  I have held the Series 7, 66, and SIE Registrations along with Life, Health, and Disability licenses. I am currently a level 1 candidate in becoming a Chartered Financial Analyst (CFA). 

As a Client Associate with JELLER Wealth Management, I assist the coordination of Asset Allocation, Risk Management, and Portfolio Measurements to help our clients achieve their goals.

Outside of my passions, I enjoy going to the gym and experiencing new things in my new hometown.