It's been a privilege to serve our clients here at Edward Jones since 2001. Wow... How time flies! As a seasoned financial advisor, I've been blessed to partner with amazing people and help them achieve their financial goals.

Whether discussing estate considerations, retirement strategies, life insurance or education savings, it's been so rewarding to be here and watch our clients turn their dreams into reality. The foundation of our investment process is "What's Important to You?" and this has served our clients well. It's allowed us to focus on the aspects of our clients' financial lives that they care about most and develop personalized strategies together.

I've been honored to be a multiyear attendee of our Managing Partner's Conference, which is reserved for 400 financial advisors in the firm. I've also had the opportunity to serve Edward Jones in multiple leadership roles through the years and have spent numerous hours training financial advisors at all different levels.

I'm blessed with a highly experienced team consisting of Mandy Nichols and Lisa Miller. With a focus of adding depth and value to our client relationships, they do an amazing job serving our clients' unique needs. Mandy and Lisa care deeply for others and want to make sure every client has the best possible experience.

My wife, Debbi, and I have lived in Tremont since 2001. We have four children: Anna, Aleia, Isaiah and Elijah. As a family, we enjoy hiking, swimming, fishing, volleyball and pickleball. Community involvement has always been important to us. It's a joy serving our church and other local organizations.

I count my blessings to be able to live and work in Tremont. I enjoy serving my clients and look forward to helping guide their financial strategies for years to come.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Traveling

Office Information

Mailing Address

P O Box 21 Tremont, IL 61568

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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