Experience and Background
As an Edward Jones financial advisor, what is most important to me is what is most important to you. My established process allows me to build you personalized strategies and specific actions needed to help you achieve your most important financial goals. I will partner together with you and your family throughout your life, revisiting your goals and comfort level with risk, and we will adjust our strategies to help keep you on track. I cap it off with a concierge level of service focused on communication and transparency.
In 2007, I started with Edward Jones as an associate in the home office, working in various roles that have helped me understand more not only about who Edward Jones is as a firm, but how we can best serve our clients. In 2014, I decided I was ready to work more closely with serious, long-term investors and started my business as a financial advisor. I have also served the firm as a field trainer, mentor and regional technology advisor.
I attended Missouri State University and graduated with a bachelor’s of science in finance in 2006. I have also earned the Accredited Asset Management Specialist designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Elizabeth, and I both grew up in Saint Charles County and currently live in O’Fallon with our children, Benjamin, Alexandra and Theo. We also have a dog named Zoey.
My service to clients is not an individual task. Lisa Quin, who has been with Edward Jones for eight years, completes our team. She makes it easier for us to focus on our progress toward your goals.
Finally, at Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology built specifically to support our practice, which empowers us to be that trusted consultant you deserve.