Since 2004, I have been a financial advisor with Edward Jones. Prior to starting my financial career, I was a junior high and high school teacher and basketball coach in Lincoln, IL. I launched my first office with Edward Jones in the Chicago area and in 2010 established my current office in downtown Springfield on the Old State Capitol Plaza.

Upon graduating from Greenville College with a bachelor's degree in organizational leadership, I obtained the AAMS™ professional designation. In 2017, I became a CFP® professional, earning one of the industry's highest certifications.

In 2010, I was invited to become a partner with the firm. In addition to building a successful branch office and receiving many firm wide recognitions, I have served in many firm leadership roles. I currently serve as the central division leader for Optimize Your Practice, a consulting group within Advanced Branch Training that supports top level advisors. I have also filled the key leader role of client solutions leader and served as a Ted Jones Coach and a regional advanced levels coach.

My team is passionate about putting the client at the center of everything we do. We have a proven process that focuses on understanding what is important to each person on an individual basis. We are then able to execute personalized strategies to help our clients achieve their goals. Our team's proactive approach sets us apart from many other advisors. Our team makes it a priority to take a deep, personal interest in our clients' lives and focus on helping them keep their financial house in order throughout their lives.

Edward Jones Leadership
•Optimize Your Practice Division Chief
•Optimize Your Practice Consultant
•Regional Technology Advisor
•Level Leader 5
•Client Solutions Leader
•Solutions Systems Coach
•Profitability Coach-Level 3
•Hiring Team Member
•Secondary Recruiting Leader
•Field Trainer Leader
(2008-2010) (2011-2022)
•Field Trainer

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Active Lifestyle
  • Traveling
  • Community Outreach
  • Music
  • Sports Enthusiast

Office Information

Branch Team

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