We believe you are capable of building wealth through hard work, consistent behaviors and a structured planning and investment process. Success is enhanced when aligning that wealth with why money is important. The greatest value our process can provide is it bridges the gap between what we can control and what matters most.

We are often introduced to individuals as they change careers, approach retirement or receive significant wealth through the sale of an asset or inheritance.

When working with individuals and families, my team and I commit to:
- Developing a roadmap for your financial priorities
- Organizing your short- and long-term goals to create simplicity and purpose
- Identifying efficiencies and mitigating risks to your strategies
- Communicating regularly to keep you informed and account for change

Lisa Quin is a vital part of our team and has been with Edward Jones since 2009. She is hyper-focused on keeping your relationship with us organized. Lisa has lived in St. Charles County for almost 30 years and enjoys getting to know new people on a personal level.

As for me, several of my personal experiences have prepared me to coach clients in multiple states:

- My six years spent as a bond trader helps me appreciate each person's analytical tendencies
- Athletics have taught me about teamwork and how to work together
- Initially wanting to become a teacher, I tend to lead with education first

Within the community, I have been a member of the Cottleville-Weldon Spring Chamber of Commerce since 2014. I'm also a leader locally for an organization called F3, which is a free men's outdoor fitness group focused on exercise and the development of community leadership.

Finally, I love sports and follow my Cardinals, Blues and St. Louis City SC teams. I also enjoy BBQing, a great cup of coffee, working out and my slowly improving golf game. My wife, Elizabeth, and I both grew up here and currently live in O'Fallon with our children, Benjamin, Lexi and Theo – and our dogs, Zoey and Lucy. We are parishioners at Immaculate Conception of Dardenne Catholic Church and supporters of the St. Charles City-County Library District, St. Louis Zoo and Alzheimer's Association.

We are excited to learn about you and look forward to the honor of helping you build wealth while feeling understood, informed, in control and secure about your future.