As an Edward Jones financial advisor since 2002, I believe it is important to understand what you are working toward before you invest your money.
Knowing what is important to you is how I am able to recommend solutions that allow us to carefully and thoughtfully work toward your investment goals.
Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we are dedicated to providing you excellent service.
To help serve my clients I have received the CFP® professional designation.
In the years since I opened the first Edward Jones office in Sherman, I have found it very satisfying to work with multiple generations of the same family.
I have an amazing team to assist me, from my branch office administrator, Kay Rees, to our entire home office of support, combining our talent and effort to provide the highest quality service possible.
I also completed the Executive MBA at the University of Illinois-Champaign.
I am blessed to be married to Debbie for 27 years. We thoroughly enjoy our two kids and three grandchildren.
In my spare time, I enjoy tennis, fishing and waterfowl hunting.
I would like to provide answers to your questions so that you can make informed, financially sound decisions. Please call me to discuss your situation and options.
Office Address420 Crossing Ste 5
Sherman, IL 62684 opens in a new window
Phone NumberPhil Cox at (217) 496-3611
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