At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

I attended the University of Missouri-St. Louis and graduated in 1989 with a bachelor’s degree in business, with an emphasis in accounting.

In 1989, I began my Edward Jones career as a financial advisor in Sandwich, IL. I became a limited partner with Edward Jones in 1993. My spouse, Victoria, and I have two adult boys and live in Oswego, IL.

In addition, I received the CFP® professional designation in 2012. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My Registered Branch Associate, Alison Smith, and Branch Office Administrator, Amy Insco, have over 20 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on our team with any questions you may have.

Relationships are key, and in our view, meeting face to face builds strong relationships. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.