Young Professionals

Cornerstone focuses on building commercial banking relationships with local small and middle market businesses and their owners. Finance offerings include working capital lines of credit, capex lines of credit, equipment loans, commercial mortgages/refinances, SBA 504 loans (provide long term low rates on owner-occupied real estate), construction loans, and more. We provide treasury management and depository solutions allowing clients to more efficiently and effectively manage their cash.

Prior to joining Edward Jones, I practiced as an attorney in the Chicagoland area for nearly a decade, focusing on the areas of estate planning, probate, guardianships and domestic relations. I found myself working with families in transition, whether it was the death of a loved one or divorce.  I prided myself on focusing on client education and communication, through which my clients came out of these transitional phases with confidence and purpose.

As an estate planning attorney, I helped families establish estate plans. I worked as a team with clients and their financial advisors to develop these plans, but ultimately, when the legal work was done, my work with the client concluded. On the other hand, the clients and their financial advisors had continuing and long-lasting relationships. The desire to stay actively involved with my clients in the long-term is what drove me to Edward Jones.

 

Beginning his career with Proceed Innovative in 2011, as a Data Analyst, Patrick learned the fundamentals of what drives a successful digital marketing campaign. Drawing from that experience in his current role, Patrick works closely with clients to bridge the gap between the technical improvements and their tangible results. He contributes his success with Proceed Innovative to his alignment with the core focus of the company, bringing new sales opportunities to our clients. Patrick graduated from the University of Illinois at Urbana-Champaign with a Dual Degree in Finance and Marketing.