As your Edward Jones branch team, we believe it’s important to invest our 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 so you have more options when you retire, regardless of what you decide to do.

Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions tailored to all your financial goals.

I began my Edward Jones career in 2001 as a financial advisor in St. Charles, IL. I earned a bachelor’s degree from Illinois State University. In addition, I received the AAMS® professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Jane, and I have three sons; Justin, Jared and Josh. I am an active member of the community, serving as past president for Sycamore Lions Club and a current Sycamore Chamber Ambassador.

My senior branch office administrator, Erin, has 15 years of experience. She 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, dividends, stock certificates or your account in general.

Wendy joined our team in May of 2019 as a part time branch office administrator. She has 20 years of experience in the insurance industry and is happy to help with any administrative needs.

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.

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Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Coaching Sports
  • Sports Enthusiast
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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