I started with Edward Jones in 2015 but have had the privilege of providing a variety of financial services in the Illinois Valley since 1995. I was excited to join the firm because I was already aware of the Edward Jones philosophy and its long history of exceptional service. I now strive to provide that level of service with the support of an experienced team and an established process that puts your needs first.

The process of building a relationship starts by finding out what is important to you. Learning about you and your family helps me to form a strategy, track your goals and lay the foundation for a lasting partnership. I love what I do, and I am dedicated to serving individuals, families and business owners in the area.

I am pleased to introduce my branch business partner, Megan Cullinan, who is new to our Oglesby branch but comes with over 15 years of experience in customer service and bank management. She not only serves our clients but serves our firm in regional capacities as well. You can expect the highest level of service from Megan and me. I work alongside your CPA and attorney to help guide you through life's events and any investment decisions, so you have more confidence in your future.

Outside the office, I enjoy spending time with my wife, Kathy, and our three children. We enjoy traveling. Being involved in our community is important to me, as I believe in giving back. I am in Rotary Club, direct the Husky Program for underprivileged students through United Way and also serve on the Illinois Valley Community College Foundation Board, which provides over 250 scholarships each year.

I welcome the opportunity to learn about you and your financial priorities. Contact us – it all starts with a conversation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Insurance & Annuities
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Reading
  • Traveling
  • Community Outreach
  • Spending Time with Family

Office Information

Office Hours

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

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