As a CFP® professional and financial advisor based in Edwardsville, IL, I help individuals approaching retirement and business owners build, protect and transition their wealth with confidence. Whether you’re planning for retirement income, evaluating your 401(k) options or creating an efficient investment strategy, my focus is simple: helping you make smarter financial decisions with a clear plan
. For individuals and families, I focus on:
• Retirement income planning
• Portfolio management aligned with your goals
• Tax considerations when partnering with your tax professional
• Protection and estate strategies
For business owners and employers, I provide:
• Guidance on 401(k) and employer-sponsored retirement plans
• Plan reviews and benchmarking
• Employee education and engagement
• Coordination with your overall business and personal financial strategy
I also offer complimentary second-opinion reviews to help ensure your current plan is aligned with your long-term goals. I’ve lived in the Edwardsville community most of my life with my wife, Keely, and our four children. I’m actively involved in the Rotary Club of Edwardsville and support the Walk to End Alzheimer’s. My business partner, Brenda, prides herself on excellent customer service through great attention to detail and fast response times. If you’re looking for a financial advisor in Edwardsville who provides straightforward advice and personalized strategies, schedule a complimentary consultation or second opinion.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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