Our team helps affluent families use their wealth to enjoy financial freedom
and create generational experiences.

As a financial advisor, I am committed to helping our clients identify and define
their financial goals. We then create a strategy to help them achieve their goals
and dreams. Our next step is to implement an investment strategy tailored to each individual. Finally, we establish a communication strategy to measure our progress
on your goals and investment results.

In 1999, I joined Edward Jones as a financial advisor. Our team has earned an invitation
to the Edward Jones Advisor Leaders Conference from 2011-2017. Our team also
earned an invitation to the Managing Partners Conference in 2018, 2019 and 2022. We earned an invitation to the Drucker Conference in 2020 and 2021.

I am supported by a dedicated client service team consisting of Anne Anderson, Stacey Crooker and Pam Girard. Combined, they have over 42 years of combined industry, business and service experience.

While earning my bachelor's degree in finance at Missouri State University, I served in
the Army Reserves and worked as an insurance advisor for Northwestern Mutual.

I have been married to my wife, Janell, since 2003, and we currently reside in O'Fallon.
We were blessed with our daughter in 2007 and our son in 2010. We are parishioners
at Assumption of the Blessed Virgin Mary Catholic Church in O'Fallon.

Janell and I are committed to raising awareness to bring an end to Alzheimer's. I served
as the Walk Chair for the St. Charles County Walk to End Alzheimer's for 2018 and 2019.

I enjoy my faith, family, friends, fitness, music and the great outdoors.

We are grateful for the trust and confidence of our clients. Our passion is helping clients achieve their financial goals and dreams.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Music
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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