I began my journey into finance at the University of Illinois, where I graduated with a degree in finance and investments. In 1996, I began working for Edward Jones in the St. Louis home office. I soon realized that I wanted to be on the front lines of helping individual investors, and in 1998, I moved back to my hometown of Springfield and opened my branch office.

To better serve my clients, I received the CFP® professional designation in 2017. I have earned numerous Edward Jones awards and have qualified multiple times for the Managing Partner’s Conference, a meeting of the top 400 Edward Jones financial advisors.

I help a variety of clients feel understood, informed, in control and secure. I partner with multigenerational families to make a meaningful difference by helping them organize, build, protect and transfer wealth. I also work with a number of small business owners and retirees. To provide a comprehensive service, I collaborate with clients' CPAs and attorneys, always respecting client confidentiality. I am registered in multiple states and can serve clients and their loved ones beyond state borders.

Registered Branch Associate Bree Heineman and Senior Branch Associates Nicole Gibbons and Karen Bent round out my team with over 35 years of combined experience serving clients. They work seamlessly to create an ideal client experience.

Throughout my career with Edward Jones, I have held many internal leadership roles. I currently serve as a regional leader, providing leadership to nearly 50 branch teams across central Illinois. Locally, I am an ambassador of hope for the Hope School and a member of the American Business Club and the Springfield Chamber of Commerce.

I live in Springfield with my wife, Laura, and sons, Jack and Drew. In my free time, I enjoy spending time with my family, snow skiing, hunting, watching my children’s activities and traveling.

If you want to have a conversation regarding your financial goals, contact my office today.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Wine Collecting/Enthusiast
  • Traveling
  • Hunting

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu Closed for Holiday
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Branch Team

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