I am a financial advisor and limited partner with two decades of experience at Edward Jones. I joined this firm to help families achieve their life goals when it comes to retirement, estate and legacy planning, long-term care and life insurance. As a Certified Financial Advisor, three core principles always guide my relationship with clients:

• I listen to my clients to understand what’s important to them.
• I use an established process to build personalized strategies to
achieve their goals.
• I partner with clients over their lifetime to help keep them on track.

I grew up in Central Illinois on a farm that has been in our family for more than a century. After attending Illinois State and the University of Minnesota, a love of agriculture brought me to management positions in Carlisle (PA), Iowa City, and finally, to Champaign. In 1999, an opportunity to join Edward Jones and put my experience to work helping families changed the course of my career.

My wife, Lee Ann, an elementary literary specialist, and I have called this community our home for 23 years. Together with our rescue pug, Gus, we enjoy traveling, cooking, spending time with friends and spoiling members of our families across the Midwest.

My volunteer ties with Big Brothers, Big Sisters, the Chamber of Commerce, the First Presbyterian Church and Champaign Rotary all play prominent roles in my life. I bring that same volunteer spirit to my Edward Jones colleagues through my work as a mentor, recruiter of new advisors, performance leader for top advisors and helping retiring advisors plan their own career transitions.

My team puts more than 50 years of professional experience in the hands of our clients. Together, we strive to provide superior service to everyone who comes through our doors.

We welcome the opportunity to work with your attorney, CPA, or any other trusted professionals to deliver a comprehensive strategy that is right for your life.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Active Lifestyle
  • Football

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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