In my nearly 15 years as an Edward Jones financial advisor, I've come to realize that for most of us, fiscal health is a team effort. Money is a means of providing for what's important to you. For many of us, people are what matter most – family, friends, neighbors and employees. That's why I believe that by building close, personalized relationships with my clients, I can empower them to make a difference, not just in their lives, but the lives of the ones they care about as well.

At Edward Jones, we use a human-centric approach. Our established process is designed to help you build, maintain, adapt and protect your assets through all stages of life. Whether you are working hard to generate wealth or managing your assets in retirement, our approach makes sure you are taking advantage of the opportunities unique to you.

Our branch team primarily serves investors in the Effingham area, but we are also able to connect with out-of-state clients through virtual meeting platforms. Our team goes above and beyond for our clients in terms of both customer care and the services we offer, regardless of where they call home.

It takes time to build lifelong relationships and establish trust with my clients, but the results are incredibly rewarding. That's why I'm a lifelong learner when it comes to finance; my credentials include CFP® and AAMS® professional designations in 2018 and 2011 respectively.

Outside the office, I love spending time with my wife, Kelly, and our three children: Lilly, Isaac and Ian. For fun, we enjoy playing with our pets, travel, movies and the outdoors. I'm also a member and former president of the Effingham Sunrise Rotary, a fantastic organization that does so much good for our community.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

  • Movies & Entertainment
  • Spending Time with Family
  • Technology
  • Outdoor Enthusiast
  • Horseback Riding

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More