As your Edward Jones branch team, we believe it is important to invest our time understanding what you're working toward before you invest your money. Working closely with you, your CPA and attorney, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
In 2002, I began my Edward Jones career as a financial advisor in Wichita, KS. Today, I serve my clients with Edward Jones in Shelbyville, IL. I became a limited partner with Edward Jones in 2011.
I hold a bachelor's degree in business management and I received the CFP® designation in 2012, as well as the AAMS® designation in 2006.
I graduated from Neoga 1993, and now reside in Shelbyville after spending nine years active duty with the United States Air Force. I am an Air Force Chief Master Sergeant and currently serve with the Illinois Air National Guard at the 183D Wing in Springfield, IL, as the Air Intelligence Superintendent.
I have served the firm as a Visiting Veteran, Recruiting Leader, mentor, and Regional Technology Advisor. I am an active member of the Shelbyville community, serving on the board and as chairman of the Shelby Memorial Hospital Board of Directors, chairman of the Shelby County Airport Commission, and past president of the Greater Shelbyville Chamber of Commerce. I also help as an assistant coach to the Shelbyville Rams High School and Moulton Rams baseball teams, and mentor students at Moulton Middle School.
We provide highly-personalized and customized service using an established process to meet our clients' unique needs and goals.
Relationships are key to our branch team, and in our view, meeting face-to-face builds strong relationships, which is the cornerstone to long-term planning. We meet when and where it is convenient for our clients because we recognize the challenging needs of their business and their lives.
- Retirement Savings Strategies
- Retirement Income Strategies
- Special Needs Financial Considerations
- Charitable Giving
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness