Our team is passionate, caring and ready to go to work for you. I can help with retirement and estate considerations for serious, long-term investors who value thoughtful advice and desire a complete retirement strategy.

We all have goals. But, at times, we may be unsure of our progress towards those financial goals. Can I get there? How do I get there? Am I on track?

We are ready to help you get answers. We'll listen for the "why" behind your goals. Then, we'll use an established process to map a path forward specifically for you.

Along the way, I'll be with you to monitor your progress, examine and manage risks, coordinate for tax efficiency and help keep you on track.

We strive to help our clients thrive in retirement. We want them to live freely as we partner in creating and realizing goals for their life and legacy.

I hold the Series 7 and Series 66 securities registrations and also earned the AAMS™ designation in 2010.

Originally from Waterloo, IL, we moved to Quincy in 1999. I have been married to my wife, Melinda, for 28 years. I am an active member of the community having served as past campaign chairman for the United Way, Salvation Army Tree of Lights, Western Illinois Heart Walk and Quincy Area YMCA and served on numerous area organization boards.

Senior Branch Office Administrator Janice Zanger has lived in Quincy her entire life and has 15 years of experience at Edward Jones. She is dedicated to providing you with the highest level of service. Janice provides prompt and thorough attention to your every need and accurate maintenance of your records.

Senior Branch Office Administrator Cheryl Waterman, a lifetime local resident, has been with Edward Jones for eight years. She helps to deepen client relationships and assist you with your administrative questions.

We look forward to working with you.