As an Edward Jones financial advisor with more than 26 years of experience, I believe it is important to invest my time to understand what individual goals you are working toward before I assist you with your financial needs. My primary goal is to help individual investors develop an investment strategy geared toward their family's unique long-term goals. Whether you need to save for a child's college education, reduce your tax burden, plan for retirement, design a program for the unexpected or create an estate/inheritance to provide a legacy for your heirs, I can help. My team has built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.

I attended Fort Hays State University and graduated magna cum laude in 1995 with a bachelor's degree in business communications, a finance minor and a leadership studies certification. I began my career with Edward Jones in 1996 in Beloit, KS, then moved to Emporia, KS, before taking over as the financial advisor in Osage City in June of 2001. In August 2008, I earned the AAMS™ designation from the College of Financial Planning. In the Osage City office, I am fortunate to be joined by two branch office administrators. Senior Branch Office Administrator Mandi Potter has over 23 years of experience, all in the Osage City branch, and our newest Branch Office Administrator is Ashley Wright, who joined the team in June 2021. Both ladies welcome any questions you may have on your account, as they are dedicated to providing you with the highest level of service possible.

My spouse, David Williams, and I have two sons, and we have lived in the Osage City area since 2008. I have enjoyed serving our community by being a long-standing member of our Chamber of Commerce, Kiwanis Club and OC Economic Development.

Please contact me to help provide answers to your questions so you can make informed, financially sound decisions.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Personal Fitness
  • Spending Time with Family
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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