I’ve always been amazed by the power of compounding and time in the market.

At my first full-time job, a representative from HR handed me my 401(k)-enrollment packet and walked away without offering guidance. Fortunately, I had access to my father, a financial professional, to help me choose the right investment strategy to reach my goals. Since that day, I realized many people do not have the fortune that I did in having a financial professional within the family. I became a financial advisor to provide assistance to the people who need support in setting and reaching their financial and retirement goals.

My clients find themselves in two distinct stages of life. I work with people who are currently employed and in the process of accumulating wealth and others who have reached retirement and intelligent wealth distribution is the main objective. Through a thoughtful process, I work with my clients to create an investment strategy to help them find success in every stage of life. By meeting regularly with my clients, we are able to understand and identify changes in financial needs and adjust our strategy to remain on track.

To better serve my clients, I've obtained the AAMS® designation issued by the College for Financial Planning, and I have completed the CFP® certification process. I’ve spent nearly my entire life in Collinsville and have a passion for my community. Involvement in Kiwanis Club, PTA and being a member of the board of directors for our local chamber of commerce helps me stay connected and give back to my hometown.

When I am not serving my clients or working within our community, I prefer to spend time with my wife, Lori, and our daughter, Hayden. You’ll often find us enjoying the great outdoors or headed out for another vacation adventure.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Pets
  • Traveling
  • Outdoor Enthusiast
  • Volunteering

Office Information

Office Address

1008 Vandalia Collinsville, IL 62234

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More