I am a financial advisor and limited partner with over two decades of experience at Edward Jones. I joined this firm to help families achieve their life goals when it comes to retirement, estate considerations, legacy planning, long-term care and life insurance. As a CERTIFIED FINANCIAL PLANNER™ professional, three core principles have always guided my relationship with clients:
• I listen to my clients to understand what is 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 them reach their goals.

I grew up on a central Illinois farm that has been in our family for more than a century. After attending Illinois State University 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 led me to join Edward Jones which allowed me to put my experience to work helping families, and thus changed the course of my career.

My wife, Lee Ann, was an elementary literacy specialist who recently retired after 32 years of teaching. She and I have called this community our home for over 25 years. We enjoy traveling, cooking, spoiling members of our family and spending time with friends and our pug, Theo.

My volunteer ties that all play a prominent role in my life are with the Champaign Unit 4 School Board, Big Brothers Big Sisters, the Chamber of Commerce, Meadowbrook Community Church and the Champaign Rotary. 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 career transitions.

My team has over 50 years of professional experience to benefit 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.