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 18 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

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.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Wealth Strategies

My Personal Interests

  • Walking
  • Spending Time with Family
  • Pets
  • Vintage Cars
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
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