As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're 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. I can also help with your retirement savings and income strategy, so you have more options when you retire, regardless of what you decide to do.

In 2003, I began my Edward Jones career as a financial advisor working in our St. Louis Headquarters. In 2004, I relocated to Pinckneyville, IL, to assume responsibility of my branch office. I have served the firm in various leadership capacities, most recently as Head Coach in Illinois for the Ted Jones Coaching Program. I care deeply about coaching others to be the best they can be.

I earned a bachelor's degree in finance from Southern Illinois University in Carbondale in 2002 and my MBA from Webster University in 2008. In addition, I earned my CERTIFIED FINANCIAL PLANNER™ designation in July 2022.

My wife, Kristy, and I have two children and reside in Pinckneyville. I am an active member of the community, currently serving on the board of St. Bruno Catholic School and the junior high basketball coach.

My Branch Office Administrator, Amy Morgenthaler, is here to help with all administrative tasks of our branch. She is highly energetic and dedicated to serving the needs of our clients. Amy loves what she does and loves working with our clients!

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. We look forward to helping you reach the goals that are most important to you.