Serving as a steward of others' finances is an honor and serious responsibility, and it leads to deep and meaningful relationships where our clients truly feel like family. We care about our clients well beyond portfolio values and market performance. My Branch Office Administrator, Brenda, and I work as a team to uncover what's most important to our clients and we work hard to deliver a client experience that exceeds expectations.

Outside of the office, you'll find me spending time with my wife, Keely, and our kids. We have four children, oldest son Jackson, twins Mason and Gracie, and littlest brother Colton. We live in Holiday Shores and love boating, fishing, swimming and anything to do with the lake.

At the office, Brenda and I have found three main reasons families choose to partner with our team:

1.) Families find us when needing help navigating a life event such as retirement, change of job, birth of children, inheritance or divorce.

2.) Families seek our services due to lack of attention from their current financial services team.

3.) Families are referred to us by our current network of families we serve.

No matter the reason that you've found our site, you can rest assured that we'll use a process-driven approach to create a solution uniquely designed for you. When necessary, we'll partner together with your team of trusted professionals, including CPAs and attorneys, to deliver a comprehensive strategy. In the end, every conversation will tie back to our documented strategy uniquely created to help you achieve your goals.

From our Edwardsville office, we serve families in 15 states and locally, we have close ties to the Glen Carbon, Maryville, Collinsville, Troy, Hamel, Bethalto, Wood River and Alton communities.

Branch office administrator Brenda helps with the daily operations of our office. She enjoys our clients and serves everyone with dedication.

If you'd like to learn more about partnering with our team, please call our office or select the "Request an Appointment" button.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Running
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Pickleball
  • Personal Fitness

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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