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 Qualifications. In addition, I have my Life and Health Insurance Agent Licenses. Currently I am securities licensed in 30 states 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.