As a financial advisor, I am committed to helping our clients identify and define their financial goals. We then create a strategy to help you achieve your goals. Our next step is to implement an investment strategy tailored to each individual. Finally, we establish a communication strategy to measure the 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 and 2019. We earned an invitation to the Drucker Conference in 2020.

I am supported by a dedicated client service team consisting of Pam Girard and Stephen Hocks. Combined, they have over 40 years of industry and business 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, Faith, in 2007 and our son, Wyatt, 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 have served as the Walk Chair for the St. Charles County Walk to End Alzheimer's for 2018 and 2019.

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

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 Address

1085 E Terra Lane O Fallon, MO 63366

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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