As a young man at Althoff Catholic High school, I knew I wanted to be a physician. I had a passion to help individuals and run my own business. I pursued this dream in college but started to question this decision and went to work for a pharmaceutical company to learn more about the business of medicine. I learned the importance of setting goals, assessing risk, building a strategy for the future and preparing for the unexpected. I realized I could combine what I thought was important with my passion to help others in a career in the financial services industry. It was then that I chose to help others with their financial health and joined Edward Jones.
I graduated summa cum laude from Millikin University in Decatur, Ill. I was the captain of our football team and learned the values of discipline, collaboration and teamwork. Now as a financial advisor, I was fortunate to build a team of accomplished professionals. Ellen has over 20 years of client experience, Janet brings a wealth of knowledge in accounting and Becca has a background in management and customer service. All are dedicated to providing you with the highest level of service. Our team focuses on working with the serious long-term investor and people who value personal service, relationships and a goal-oriented approach.
I have 25 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future. I also hold the AAMS® professional designation from the College for Financial Planning.
My community involvement includes the St. Clair Country Club, Signal Hill Fire Protection District, Hospital Sisters Health System and the "Friends of Scouting" campaign.
Please contact us by calling our branch, on LinkedIn or via email to discuss your situation and options.
- Wealth Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberTom Egan at (618) 233-3099
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