As a financial advisor, I am genuinely interested in my clients’ goals and dreams and have the privilege of helping them create and live out the retirement picture they have imagined.

I have had a passion for this business dating back to high school. Raised in Lockport, I learned about Edward Jones from my father, who began his career with the firm in 1986. The knowledge and care he provided made a significant impact on my work, and I am forever grateful.

After graduating from Lockport Township High School, I attended the University of Missouri and graduated cum laude with a Bachelor of Arts degree in finance and banking. I currently reside in Lockport with my wife, Ashley, and two children, Addison (8) and Camden (6).

For the past 13 years, I have been working with families and business owners, understanding what is most important to them and helping build personalized investment strategies. I have helped clients prepare for and enjoy their retirement years. I have also managed custom-built portfolios for multigenerational families and truly appreciate their trust and loyalty.

I am very committed to the community as a volunteer for various groups, currently and formerly holding multiple board positions, as well as coaching youth sports. I am also a past president and member of the Rotary Club of Lockport. I believe in giving back to Lockport as much as it has given to me.

During my career at Edward Jones, I have served in a variety of leadership roles in an effort to support, mentor and train new financial advisors, as well as to give back to our firm. Currently, I support and assist in training a group of financial advisors in our region in an effort to assist in developing their business.

My branch office administrators, Ann Panich and Darla Weygandt, have 33 years of combined experience. Together, we strive to provide you with an unrivaled level of service and to partner with you throughout your life to help keep you on track.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

My Personal Interests

  • Coaching Sports
  • Golfing
  • Health & Nutrition
  • Spending Time with Family
  • Sports Enthusiast

Office Information

Office Hours

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

Branch Team

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