I joined Edward Jones in 2005 after previously working as an environmental engineer. I received my master's degree in environmental engineering from the University of Illinois. During my career with Edward Jones, I have attained my CFP® designation as well as becoming a Certified Investment Management Analyst (CIMA®).

I have always gravitated to the financial sector and after watching my wife, Lora, join Edward Jones, I decided that it wasn't too late to switch my career. I enjoy many aspects of being a financial advisor, such as learning the specific goals of each client and creating a customized strategy to achieve those goals. The strategy aspect aligns with what I enjoyed about my previous career as an engineer. I also enjoy identifying areas where my team and I can add a greater value in investment selection or tax considerations.

My team and I enjoy working with clients who want to build and maintain wealth through a long-term investment process. Our process utilizes a variety of investments such as mutual funds, ETFs, bonds, stocks and multiple account types such as single, joint, trusts and IRAs.

I have been married to my wife, Lora, for over 20 years and we have two children, Carah and Case. As a family, we enjoy traveling, searching out new restaurants and golfing. I also enjoy adventure photography into remote areas around the globe.

I am involved in the Edgar County Community Foundation where I serve as the chairman of the grant committee and a member of the investment committee.

My team consists of Ashton Crist, senior branch office administrator, and Andrea Halloran, branch office administrator. As a team, we are dedicated to providing exceptional client service and thoroughly enjoy getting to work with our clients.

Focus areas

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

My Personal Interests

  • Traveling
  • Photography
  • Golfing
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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