630-778-8100 x170

jdb@rpiplan.com

JD grew up immersed in the financial services industry, and that lifelong exposure didn't just shape his career path — it ignited a genuine passion for helping people build the financial lives they've always envisioned.

After earning his degree in Financial Counseling & Planning from Purdue University, JD joined the RPI team as a Financial Advisor, where he focuses on crafting personalized financial plans that reflect each client's unique goals, values, and circumstances. He takes pride in going beyond the numbers — translating complex financial strategies into clear, actionable steps that move clients meaningfully forward.

What sets JD apart is his commitment to the relationship. He listens first, plans second, and remains a trusted partner through every stage of a client's financial journey.

Outside the office, JD's world revolves around his family. He and his wife, Leslie, are settled in the western suburbs, where they're raising their two daughters, Lennan and Ella — a daily reminder of exactly why financial planning matters.