As your Edward Jones branch team, we believe it's important to invest our 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 an appropriate financial strategy.
I have worked as a financial advisor with Edward Jones for over 10 years. I began my career after graduating from the University of Illinois at Champaign-Urbana in 2006. I started at the Edward Jones corporate office, where I gained in-depth knowledge of investment products and internal services in order to help me better service the long-term investor.
In 2017, I moved back to my hometown of Tuscola, IL, to help those in my community; whether it's to plan for retirement, pass on assets to the next generation, or assist small business owners with their retirement plans.
I have a bachelor's degree in finance from the University of Illinois and hold the Certified Financial Planner® designation*, which helps me better serve clients with complex financial needs.
My wife, Kristin, and I are raising our two children, Ava and Grayson, in Tuscola. We are avid Cub fans, enjoy Illini sports and love to travel.
My senior branch office administrator, Tonya Thomas, has over 10 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
*CFP® Certification The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Sports Enthusiast
- Coaching Sports
- Active Lifestyle
Office Address502 E Southline Road
Tuscola, IL 61953 opens in a new window
Phone NumberCory M Kleiss at (217) 253-5053
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