For the past 12 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In 2008, I graduated from Dana College in Blair, NE with a bachelor's degree in business administration. My father, Doug McWilliams, was a financial advisor with Edward Jones for nearly 30 years. During my college career, I found my passion for giving financial advice as my father invited me to complete an internship in his office.

My branch office administrators, Rachel Pfeifer and Brooke Egermier, have a combined experience of over 20 years, and are dedicated to providing you with the highest level of service possible. Please do not hesitate to call them on questions concerning your account or to set up an initial consultation.

As a result of my success, I've qualified to attend Edward Jones’ annual Managing Partner’s Conference for the fourth year in a row, qualifying in the firm's top 400 financial advisors.

We provide highly personalized service to each household we partner with. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. I specifically take on a limited number of clients each year so that I have adequate time dedicated to each and every high-net-worth client I serve.

Outside of the firm, I enjoy spending time outdoors, traveling and trying new restaurants around town with my wife and two daughters.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 03:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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