I began my Edward Jones career in 1999 as a financial advisor, opening the firm’s fourth branch office in Springfield, IL. Today, there are 25 Edward Jones financial advisors located throughout the Illinois capital area.
Since joining the firm, I have volunteered in numerous roles benefiting fellow financial advisors. I have served as visiting veteran, mentor, mentor trainer, field trainer and new financial advisor support specialist. In 2008, I was named a regional leader. I was named a principal with the firm in 2010.
I have received numerous awards throughout my career with Edward Jones. These include the Spirit of Caring Award, voted by my peers in 2018. In addition, I am a ten-time FA Leaders qualifier from 2012 to 2022, a designation recognizing some of the top advisors in the firm.
A graduate of Western Illinois University in Macomb, I hold double majors in business education and physical education. I also earned an M.B.A. from the University of Illinois and hold the CRPC® and AAMS™ professional designations.
My wife, Patty, and I have lived in Sherman since 2002. We have three grown sons and enjoy spending time with them and our eight grandchildren.
Our branch office administrator, Karla Mueller, is a veteran with years of experience servicing the public. Karla is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statements, tax forms or your account in general.
Our branch team works with our clients to help organize, build, protect and transfer their wealth.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
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