At age 20, I made my first investment in a mutual fund funding an IRA. I was immediately hooked on investing. I've enjoyed researching my options and saving for retirement ever since.

In 2004, my career started with Edward Jones as a financial advisor. A year later, I was fortunate enough to take over the branch in Red Bud, IL, my hometown. It's been an honor and privilege to assist and work with the families and business owners of this community helping them reach their financial goals.

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what's most important to you. We'll use an established process to build personalized strategies to help you achieve your goals and partner with you together throughout your life to help keep you on track.

The primary goal for most of our clients is to retire on time with plenty of income and have that last for their lifetime. Secondly, it's to pass those assets on to their family or charities in the most tax efficient manner. Thirdly, we'll work to protect these plans with the proper amount of long-term care or life insurance. We'll work closely with your CPA and attorney to determine the most appropriate financial strategy for you and your family.

I have lived in the area my entire life. My wife, Diane, and I have two grown children, Evan and Connor. Connor is also an Edward Jones financial advisor. I have enjoyed serving the community in other capabilities as well – Church School Board, Board of Elders, Red Bud Lions past president, Church Endowment Fund and many others.

My branch team includes senior branch office administrator Bobbi Montroy, who has been with me since we started in Red Bud. Our branch team is dedicated to providing you with the highest level of service possible and will partner with you to keep you on track to reach your goals.