I have lived in Kirksville most of my life. I am a graduate of Kirksville High School and Northeast Missouri State University, now Truman State University. I love being involved in our community and serve in many organizations. I am an active member and past president of Thousand Hills Rotary; on the board of KLIFE; and an active member of the Kirksville Chamber of Commerce, Kirksville High School Booster Club, Truman Touchdown Club and Rehoboth Baptist Church.

My priority as your financial advisor is to understand what is important to you and work towards achieving your goals and providing for your future needs. I want to work closely with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family. We understand life gets hectic and offer flexible night and weekend appointments to meet your needs. I am available for my clients in the office, over the phone or through web conferencing.

My branch office administrator, Morgan Baker, was born and raised in Kirksville. She is passionate about providing our clients with the highest level of service possible and getting to know you and your family.

My wife Joanna, who grew up in Knox County, was a teacher in the Missouri public schools for 28 years. We have two grown children, Zach, who is currently finishing college to be a pilot, and Michaella, who recently moved to Illinois with her husband, Edgar, to pursue their careers. When I am not spending time with my family or working, you can find me on my motorcycle or on the golf course.

We look forward to a lifelong partnership with you and your family to help keep you on track to meet all of your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • New Investors
  • College Savings
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Motorcycles
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

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