Working in partnership with you to identify and define your specific financial goals is our purpose. We are committed to providing a detailed strategy that provides clear direction to what you want to achieve. We believe it's critical to invest time to understand what is important to you before investing.

In 1989, I began my career with Edward Jones and was invited to become a limited partner in 1993. In 1995, I graduated from Lindenwood University, earning a Bachelor of Arts and earned my CFP® certification in 2008.

My wife, Lisa, and I have been married since 1991. Together, we have four children, Nick, Jack, Katie and Mallory, and two dogs, Hope and Woody. Our family enjoys the Fox Theater, Blues Hockey and all things Disney. We also love spending time visiting our nation's national parks.

My branch team partners, Jack Farner, Sima Schappe and Kelly Yates, are experienced team members dedicated to providing clients with the highest quality service. Our office was recognized this year by earning an invitation to the Branch Office Administrators Managing Partner Conference which recognizes the top 400 branches of over 18,000 offices in the US and Canada.

Jack Farner began his career at Edward Jones in 2022 as an associate financial advisor. He graduated from Missouri State University with a Bachelor of Science in financial planning.

Having a personal relationship with our clients is key, and in our view, meeting regularly strengthens that relationship. We are thankful for our clients' trust and engagement, and we are committed to helping them achieve their goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Art & Theater
  • Hockey

Office Information

Office Hours

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

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