As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I help determine the most appropriate financial strategy for you and your family as well as help ensure you have a comprehensive retirement savings strategy to help give you more options when you retire, regardless of what you decide to do.
I began my Edward Jones career as a financial advisor working at our corporate office in St Louis in our Offices in Transition department. In 2010, I became the financial advisor of our Mt. Zion office.
I earned a bachelor's degree in business from Cedarville University in Ohio. In 2014, I obtained my master's in business administration (MBA) from Millikin University in Decatur. In addition, I have obtained the CFP® certification granted by the Certificated Financial Planner Board of Standards, Inc.
I am originally from Elkhart, IN, and my wife, Katie, is from Taylorville, IL. Katie and I have three daughters, Brooklyn, Campbell and Henley. We enjoy being active with sports and spending time with family and friends.
My senior branch office administrator, Dee Colbert, has worked for Edward Jones since 2008 and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call Dee with questions concerning your statement, dividends, stock certificates or your account in general.
If you would like to connect to our branch, feel free to call us at 217-864-3388 or you can email me directly at [email protected].
- Retirement Income Strategies
- Retirement Savings Strategies
- Employee Stock Options
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Outdoor Enthusiast
Mailing AddressP O Box 148
Mt Zion, IL 62549
Phone NumberTravis A Roach at (217) 864-3388
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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