I remember sitting quietly at the table with my grandparents in the late 1970s as their financial advisor talked with them about their investments. He wasn't at their table often, as it was more than a two-hour drive for him to come see them. Their feelings of gratitude for his work left an impact on me as a young boy. My grandfather passed long before I became a financial advisor, but I was privileged to enjoy being the advisor at the same table with my grandmother until she passed at 102!

My journey with Edward Jones began as a client in 1996. I had a brief hiatus when I began my career as a financial advisor at A.G. Edwards & Sons in 1999, but quickly found my way 'back home' in 2000. I've been serving my neighbors in Du Quoin, IL, and clients all across the country since that time.

My wife, Lindsay, and our daughters, Emelyn and Adalyn, have called Du Quoin home since 2001. Lindsay is an Edward Jones financial advisor as well and serves clients in Benton, IL. Both our girls are studying accountancy at The University of Mississippi's Patterson School of Accountancy and are also students in the Sally Barksdale Honors College. I have served as the president of The Volunteer Foundation, Inc., a charitable organization dedicated to helping children's causes and other community interests since 2011.

I'm fortunate to have had Mary Morgenstern as my branch office administrator to serve our clients since 2005. We have been very fortunate and blessed and over the years have attracted many relationships to our practice. We decided to build a bigger table. In April 2023, we completed a total office renovation and are adding two team members; Ashley Wilson is joining us as a branch office administrator and Tucker Kuhnert is returning to our branch as a licensed financial advisor. We are very excited for the opportunity to increase our service capabilities.

The clients we work best with are serious, goal-focused families. They can expect a strategy created specifically for them, a regular communication schedule to keep them informed of their plan progress and a clear understanding of the fees they pay for our services.

We would love to determine if your family would be a good fit with ours. Please phone our office to schedule a visit.