I have been working with individual investors, business owners, farmers and many other professionals building personally tailored investment strategies since 2007. I build these strategies by first and foremost taking the time to understand what is most important to you. Once I establish what your goals are, I work not only with you, but also with your other trusted professionals to help keep you on track for a lifetime.

I grew up here in Randolph county, where all of my family is from and many still reside. I married my wife, Ashley, in 2008 and we settled in Marion, IL. We have two daughters: Avery, who is 10 and Ainsley, who is 7, and we spend most of our free time following them in whatever their next game, camp or event is!

As my business has grown, I have had the opportunity to serve my firm in many different roles in addition to serving my clients. I have been a field trainer and the field training leader for my region. In this role, I helped new financial advisors start their new careers and also matched other field trainers with new financial advisors. I am currently serving as a level leader and also as a regional technology advisor. In my role as level leader, I help financial advisors keep their business goals in sight and achievable. As regional technology advisor, I help other financial advisors in my region adopt and understand the benefits of the technology at our disposal.

My team consists of two branch office administrators. Cheryl Stallman is our Senior Branch Office Administrator. She has been excelling at her role since 1997 and is one of the most tenured Senior Branch Office Administrators in the area. Lynn Lake is our second team member and came to us in May of 2021. She brings another level of depth to the outstanding client service that Cheryl and I are already providing our clients.

Our team is excited to provide the highest level of personal service and we look forward to partnering with you to stay on track throughout your life.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Golfing
  • Hunting
  • Baseball

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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