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 as a field trainer, recruiting leader, and client transition leader for our region in Southern Illinois. I care deeply about coaching others to be the best they can be. This passion has led me to be a Ted Jones Coach where I have the honor of coaching other financial advisors across the country.

I earned a bachelor's degree in finance from Southern Illinois University in Carbondale and my MBA from Webster University in Webster Groves, MO. In addition, I received the AAMS® professional designation in 2007.

My wife, Kristy, and I have two children and reside in Pinckneyville. I am an active member of the community, currently serving as president of St. Bruno Catholic School. We spend a great deal of time volunteering for school projects and our son, Carson, is currently a 5th grader at St. Bruno.

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.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Cycling
  • Traveling
  • Skiing
  • Hiking

Office Information

Office Hours

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

Branch Team

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