Experience and Background

With 26 years of experience working as a financial advisor with Edward Jones, I am inspired to understand what is important to you and your family. I use an established process to tailor strategies to help you and your family meet your financial goals, and partner with you to assure you stay on track towards your goals. My team's vision in our Herrin branch office is "Truly Making a Difference in our Clients' Lives and in the Legacy They Leave Behind".

I am originally from Jackson, MO and I graduated from the University of Missouri in Columbia in 1988, with a bachelor's degree in industrial engineering. I started my branch office with Edward Jones in Herrin, IL in 1994.

My wife, Kim, and I reside in Carterville, IL where we are putting the final touches on raising our four children: Megan, Max, Brock and Rafe.

For the last 10 years, I have been responsible for our Southern Illinois region and over 50 Edward Jones offices. As of May of 2021, I no longer have the responsibilities of leading our region, so I am ready to focus only on my own branch office clients and my family.

I have had the honor of attending a Managing Partner's Conference and eight consecutive Financial Advisor Leader Conferences with the firm, which are conferences that honor the firm's top financial advisors.

In my community of Herrin, I currently serve on the Herrin Education Foundation Board and I am a past president of the Herrin Chamber of Commerce.

My hobbies include sports, but especially baseball. I love the Cardinals. I also enjoy boating and traveling with my family and friends.

My branch office administrator is Sherry Gulledge, and she has over 10 years of Edward Jones experience. We deeply care about our clients and getting to know them on a personal level, while truly making a difference in their lives. Please don't hesitate to call us to set up an appointment to see if we are a mutual fit for each other.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Baseball
  • Sports Enthusiast

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 - 04:30PM
Sat Closed
Sun Closed

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