With over 15 years of experience in the financial services industry in Chicago, I want to help people reach their financial goals. I value my community – I am on the membership committee of the Morton Grove Chamber of Commerce, a board member of the Edison Park Chamber of Commerce, and a founding member of BNI Chicago Power Network.I am proud to serve a wide variety of clients at my Edward Jones branch located in Morton Grove, Illinois: retired individuals, professionals, multi-generational families and local business owners. I believe it is imperative to invest my time to understand what's most important to you and your family. We use our established process to build personalized financial strategies to help you reach your goals.I began investing in high school at St. Ignatius College Prep. I graduated from Boston College with a Bachelor of Science degree from the Carroll School of Management, majoring in finance and marketing. After graduation, I moved to Chicago and began my career as a fixed-income trader at the Chicago Mercantile Exchange and Chicago Board of Trade. I then served eight years in the asset management industry and six of those years as vice president at JPMorgan Asset Management consulting with financial advisors in Illinois, Indiana and Missouri. Edward Jones was my largest and most important client by far. It was at this time that I found the value of Edward Jones for long-term investors and the positive impact the company has on their clients' lives.I am continually learning so I can provide the best service possible. I became a CERTIFIED FINANCIAL PLANNER® professional in 2024 and earned my Certified Investment Management Analyst® designation in 2020.I was raised on the Northwest Side of Chicago in Edison Park. I am happily married to my wife, Brooke. We have a daughter, Charlotte (3), and a son, Harrison (1), and we are expecting our third child in December 2025. We also have a Sheepadoodle named Stanley! We spend as much time as possible with family in Chicago and Culver, Indiana. I enjoy traveling, golfing, skiing, boating, reading and listening to podcasts.I welcome the opportunity to learn more about you and your financial goals. It all starts with a conversation. Please feel free to call me for a complimentary consultation at 847-410-2877 or email patrick.twardak@edwardjones.com.