As a financial advisor with Edward Jones since 1999, I have advised clients through complex investment situations and ever-changing market conditions. I've navigated the 'tech boom', the banking crisis and four different elections. My goal is always to help my clients feel reassured and in control of financial decisions.
I explain the investment world in terms my clients can understand so they know why I suggest a specific strategy; what to expect from it and how much it is going to cost. I start every conversation by listening to you, ensuring I know what's most important to you. Then, through our established process, I help you identify goals and keep you on track.
My ideal clients are mature, long-term investors. I enjoy working with people who are serious about their finances, appreciate steady guidance and can view the big picture. Whether you need to save for a child's college education, reduce taxes or prepare for retirement – I can help.
My Senior Branch Office Administrator, Andrea Kramer, has 12 years of experience and is dedicated to providing you with the highest level of service. We pride ourselves on our clients getting a familiar, friendly interaction when they call or visit our branch.
On a personal note, I am a Bethalto graduate and then played football at SEMO. I take pride in our local communities by being a Rotarian and participating with Habitat for Humanity. I have served on school boards, coached pee-wee football and softball, and enjoy spending time in the community with my family. My wife is a teacher in our local public school system, and I have four children that all graduated from local schools and understand the spirit of giving and volunteerism. I'm happiest spending time outdoors; be it fishing, hunting or hiking.
Wherever you are on your financial journey, it's beneficial to have a guide and advocate. If you would like more information on me being that advocate, please call or email me to schedule an appointment.
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