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I started in 2008, but you could almost say I've been with Edward Jones my entire life, as my mom was a branch office administrator at an Edward Jones office before I was even born. One of my earliest finance-related memories was my dad teaching me the "Rule of 72." Looking back I'm thankful I was introduced to the concept of fiscal responsibility at such a young age.
I attended SIU Carbondale and received my bachelor's degree in finance while simultaneously serving six years in the IL Air National Guard as a medic.
My wife, Jennifer, daughter, Alivia, and our dog, Bella, live outside Sterling and we love spending time outdoors. My daughter especially enjoys country drives in our classic pickup truck.
I am very involved in Kiwanis and just finished my term as president. I'm active in Sterling Main Street, Rotary, American Legion and the CGH Health Foundation Planned Giving Committee. I'm also a limited partner with Edward Jones and provide training to new financial advisors.
I'm honored to introduce my branch business partner, senior branch office administrator, Meghan McCullah. Meghan started in 2009 and is also a limited partner with the firm and has held multiple leadership roles within our region. Meghan and her boyfriend, Pip, live in the country and love to spend their free time biking and with their pets.
We want to understand what's important to you. Our focus is being your first point of contact for meaningful financial life events. Anyone can go online to purchase investments, but we provide a tailored level of service for our clients. Our favorite moment is seeing the light of comprehension in a client's eyes, making the complex seem simple. It's important you leave feeling understood and confident in your plan. We are honored to help clients transition into a new chapter of life - retirement!
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Vintage Cars
Mailing AddressPo Box 1092
Sterling, IL 61081
Phone NumberNicolas Lareau at (815) 626-1588
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