As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

I take the time to understand my clients' unique financial circumstances, goals and risk tolerance, and create customized strategies that align with their needs and aspirations. My experience in wealth strategies goes beyond just investment strategies. I take a comprehensive approach to financial strategizing, addressing various aspects such as retirement, 401(k), estate and legacy considerations, education savings and life insurance.

In addition to my career, I am a dedicated father, husband and grandfather who enjoys spending quality time with my loved ones. My wife, Connie, and I have been married 42 years. I also have two children, Ryan and Kristen, who've also pursued careers with Edward Jones as financial advisors. I am also blessed to be a grandfather to five grandchildren. I have a passion for fishing, boating, golfing and travel. I also have a passion for serving my community. I have been a Park District Commissioner for the Byron Park District for the past 28 years, and am a former passionate and involved owner of Lake Louise for 25 years.

My senior branch office administrator, Nikki Manthei, started her career with Edward Jones in 2016. Nikki grew up in Rockford and provides the highest level of service possible. Nikki has been married to Jim Manthei for 19 years and has two children named Austin and Olivia.

With my extensive knowledge, commitment to professionalism and genuine desire to help my clients succeed financially, I am honored to be a trusted financial advisor with Edward Jones who empowers individuals and families to make sound financial decisions and achieve their financial dreams.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Snorkeling
  • Traveling
  • Sports Enthusiast
  • Fishing
  • Golfing

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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