As your Edward Jones financial advisor, I believe it’s important to invest my time to understand what is important to you before you invest your money. Working closely with you, 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 strategy, so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transitional strategies.

I joined Edward Jones as a financial advisor trainer in 2004, training all experience levels of financial advisors around the country how to be successful in their business. In 2016, I had the opportunity to assume the responsibility of a branch in Eldon, MO. Prior to Edward Jones, I was an insurance agent for five years.

I earned a bachelor's degree from Lindenwood University and a master's degree from the University of Phoenix. In addition, I obtained a Series 7, Series 63 and 66 securities registrations, as well as being insurance licensed.

Giving back to my community is very important to me. I'm very involved in the Eldon Chamber of Commerce and served as past president. I am involved with the Lions Club, serve on the UM Extension Board and also serve on the board for the Eldon Senior Center. I support our schools through the Mustang Packs and other opportunities to serve. I love our church and am an active member of the Ninth Street Church in Eldon.

I have been married to my wife, Amy, for 28 years and we have four children and two grandchildren!

My senior branch office administrator, Terrie Coles, has 19 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement or other general account questions.

Together, we can help you make informed, financially sound decisions. We look forward to serving you.