Have your retirement plans changed lately? Do you know how much money you’ll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about your insurance needs? I would be honored to help you refine your retirement strategy, by taking an in-depth look at all your retirement accounts. By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.
I was born in Okawville, IL, lived in Breese, IL for 19 years, and have lived in O'Fallon, IL since 2009.
My wife, Katie, and I met in college at Southern Illinois University-Edwardsville, where I earned a bachelor's degree in accounting in 2007. After nine years in the accounting field, I joined Edward Jones as a financial advisor in 2016. Katie and I are proud parents of two wonderful children, Alaina and Avery.
Along with my Branch Office Administrator, Amber Kennedy, who has been with Edward Jones for eight years and my father-in-law, Wayne Gillespie, who has been with Edward Jones for 28 years, we are dedicated to providing you with the highest level of service possible.
I look forward to answering any of your questions so you can make informed, financially sound decisions. Please call me to discuss your unique situation and options.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Insurance & Annuities
- New Investors
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