With more than 20 years of experience as a financial advisor, my goal is to provide the best tailored solutions to our clients' needs and goals. One of the first things you should know about me is that I am dependable and have great respect for my clients' needs and wants. Anyone can "invest your money," but we take the time to get to know the answers to "why" you choose to invest your money.
What are you passionate about? Is it wanting to live out your retirement years comfortably? Is it about helping your children raise their families? Is it about helping your grandkids go to college? Are you passionate about your church or favorite charity?
My staff and I really try and understand that "why" and help you to craft out strategies to meet those goals. We enjoy getting to know our clients and their families on a very personal level. Our team is here and dedicated to helping you achieve the very best outcome that you can with a financial advisor.
I am proud to introduce my team to you. My Senior Branch Office Administrator, Diane Durdan, has been with me for years, throughout every step of growing our business. Our other Senior Branch Office Administrator, Ashley Holloway, joined us in May 2019 from a prior career in mortgage banking. She has been a wonderful addition to our team.
Among some of the success I have had professionally, I've been honored to be recognized among the top 400 financial advisors in our firm from 2016 to 2022. To celebrate this achievement, I've attended the firm's Managing Partners Conference each of these years.
My wife, Cathy, and I live here in Ottawa with our two daughters, Lila and Evie.
I grew up in Oswego, IL. I graduated North Central College in Naperville in 2002 with a Bachelor of Arts in finance. I opened my Edward Jones office in Ottawa shortly after and have had the privilege to serve a steadily growing roster of clients and friends across the country ever since.
If we can be of service to you or your family, please feel free to reach out to us anytime.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Phone NumberMark C Platt at (815) 431-9189
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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