WHAT TO EXPECT FROM OUR PRACTICE:

We want to understand what is important to you.

We use an established process that allows us to build personalized strategies to help you achieve your goals.

We will partner together for the rest of your life to keep you on track.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what our clients are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.

My spouse, Melanie, and I live in Geneseo and are active in the community and church. We have a son, Nathan, that is attending Iowa State University. I grew up near Geneseo and have many family members in the surrounding area. It is hard to believe we have lived in Geneseo for over 22 Years. Time does go by fast.

I earned a Bachelor of Business degree from Western Illinois University in Macomb, IL. I have also received the CFP® certification and AAMS™ designation.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.