An industry veteran with more than 30 years of experience, John is dedicated to understanding and serving the complex needs of highly successful individuals and families. His background in private banking, wealth management and business consulting gives him a broad perspective that he applies to all aspects of his client relationships. To further his knowledge on behalf of his clients, John has earned the CERTIFIED FINANCIAL PLANNER® certification.
Prior to joining Merrill, John worked as a financial advisor with UBS & Citigroup, as well as related roles at other national firms. As his professional career evolved, John spent more than 14 years as an active duty reservist in the U.S. Navy, ultimately rising to the rank of Lieutenant Commander before retiring in 2006. John graduated from Southern Illinois University with a B.S. in finance and accounting and earned his M.B.A. with honors in finance and economics from DePaul University’s Kellstadt Graduate School of Business. John has two daughters, Alexis and Mimi. He is an active volunteer at Immaculate Conception Parish and School, as well as a member of the executive board of the College of DuPage Foundation. He formerly served on the board of the XXI Century Kids 1st Foundation.
*Named to the 2025 Forbes “Best-in-State Wealth Management Teams” list as a member of the Attard, Strnad, Sierakowski Edwards & Associates team. Published on January 9, 2024. Rankings based on data as of March 31, 2024.* Named to the Forbes “Best-in-State Wealth Advisors” list in 2022, 2023, and 2024.** Published annually Jan - April. Rankings based on data as of June 30 of prior year.
2025 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.