Ever since I was in high school, I had always been fascinated by investments. While attending college at Missouri State University in Springfield, I worked with my cousin who was an advisor with a private firm. I watched as he worked with his clients to help them achieve their goals. From that moment on, I knew what I wanted to do.
2020 marks my 21st year in the industry and with Edward Jones. Prior to my employment with Jones, I worked in the insurance industry for about three years. I now draw on the knowledge gained in that field to benefit my clients.
How do we work with you? We have installed a very detailed process in our office of getting to know as much as we can about our clients before we make any investment recommendations. From there, we create a strategy, one that is unique to them and their situation, to help achieve their financial goals. We then schedule reviews on an annual basis to make sure they stay on track.
I like to say that I treat my clients the way I would want to be treated if I were in their shoes. I want them to feel comfortable and understood when they visit our office.
A little bit about me: I have lived in and around the Jefferson City area all my life. My wife, Shawn, and I have been married for over 20 years and we have two children, Garrett and Addison. I'm an avid sports fan, love to golf, travel, work in my yard and take a run on the Katy trail with my dog, Clover!