I served as general partner of the firm from 2012-2019. As an Edward Jones financial advisor, my priority is to understand what is important to you. I use an established process, working with you to create personalized strategies to help you achieve your goals. I then partner with you to help keep you on track. My passion is helping families, business owners and farmers achieve and protect their f
inancial goals. Whether it be retirement, paying for education, leaving a legacy or other important goals, I can help. Key things I strive to provide my clients:
-Proactive and timely updates
-Regular reviews of goals and tolerance for market volatility
-A clear explanation of reasons for portfolio investment performance
-Transparent explanation of costs
I attended Eastern Illinois University, earning a Bachelor of Science degree in business. In addition, I have received the CFP®, ChFC® and CLU® professional designations. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board's extensive requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination, the CFPs Board's Fitness Standards, agree to abide by the CFP Board's Code of Ethics, and continue to comply with the Financial Planning Practice Standards. Involved in the community, I have chaired the volunteer committee for the Alzheimer's Association's South Central Illinois "Walk To End Alzheimer's." I'm an active member of the Lions Club and have served as board member and past chair at Voyce St. My wife, Kristie, and I have two daughters, Kaitlyn and Allison. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
