As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Senior branch office administrator Lauren Kurt and I look forward to the opportunity to become part of the team that helps determine the success of your future goals.

Should you partner with our team, here's what you show know.
* We want to understand what is important to you.
* We use an established process to build personalized
strategies to help you achieve your goals.
*We will partner together throughout your life to help
keep you on track.

Lauren has been with the Edward Jones since April of 2016. The moment you meet her, you'll be able to tell that she will do everything in her power to provide you the best possible service.

I have been with the firm since March of 2009, becoming a limited partner in January 2019. When I'm not helping clients, I enjoy spending time with my wife, Debra, and our five kids – Serena, Sawyer, Griffin, Holden and Hudson... Plus our dog, Newman.

For those of you with kids, you understand that I have no hobbies besides following my kids' activities. But I do enjoy community involvement. I'm currently the president of the Monticello Area Chamber of Commerce and I serve on the board of the Monticello School Foundation.

Let us know how we can serve you!

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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