From the first time our clients walk in our door, and throughout every one of life's milestones along the way, our Edward Jones team is committed to high-quality, personalized service and a strong spirit of collaboration, accountability and communication. Through our "partnership approach", we help our clients chart the course toward achieving their most important financial goals.

Although our clients come from various professions, we focus on working with high-net-worth, successful individuals, mainly with a focus on business owners and professionals from medical or corporate fields. Our team is well-versed in helping to manage the intricacies of these specific financial needs, especially business retirement plans, estate considerations and multi-generational planning. With complex finances and a variety of goals, myself and Karen Helton regularly team up with our clients' CPAs, attorneys and other professionals to deliver a comprehensive, centralized service.

Choosing to work with a financial advisor is an important commitment, and I have spent my career acquiring the experience and education needed to help my clients attain the financial future they envision for themselves. I have served as an Edward Jones financial advisor for a total of 10 years, and also worked as an annuity/long-term care wholesaler – equipping me with a deep perspective into estate considerations. I have also earned the CFP®, ChFC®, CIMA®, CLU®, AAMS™, CRPC™, CRPS™ and WMCP® certifications.

Outside the office, I live in my hometown of Tuscola, IL. My Christian faith is important to me and I attend the church I grew up in. I enjoy MLB baseball and Illini sports. Out in the community, I'm an active member in the Tuscola Masonic Lodge. Our Edward Jones office also supports local food, toy and school supply drives throughout the year.

You have dreams. You have goals. Let’s talk.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Intergenerational Planning

My Personal Interests

  • Golfing
  • Baseball
  • Spending Time with Family
  • Active Lifestyle
  • Motorcycles

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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