Since January of 2007, I have been a financial advisor with Edward Jones. I currently manage a branch office in St. Charles County and served on the regional leadership team from 2009-2015.

I served six honorable years in the United States Marine Corps with a tour in Iraq in 2004.

I earned a bachelor's degree in finance from the University of Missouri. I hold the Series 7 and 66 securities registrations and Life and Health licenses and received my CFP® certification in 2017.

In 2022, I was honored to be recognized as a Next-Gen Best-In-State Wealth Advisor by Forbes and SHOOK Research (Source: Forbes.com, 8/3/2022; data as of 3/31/2022).

Senior branch office administrator Jane Gulledge joined the branch team in 2015. She came from a financial background.

Our branch team provides highly personalized service – all aspects of our business are aligned to help us better understand and help our clients achieve their financial goals.

However, we're not alone – the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • College Savings
  • Military Professionals & Veterans

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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