Chartered Retirement Planning Counselor™ (CRPC™)
Accredited Asset Management Specialist (AAMS®)
I chose to work for Edward Jones because of its strong philosophy of understanding what is important to our clients and partnering with them throughout their lives to achieve their goals. I saw first-hand the impact a good financial advisor can have on a family when my father-in-law passed away suddenly
a few years ago. Overwhelmed, my mother-in-law was anxious and uncertain about her future. Her financial advisor's encouragement and guidance gave her comfort and confidence that she could make it financially on her own. Observing how critical the role of her financial advisor was during this stressful time led me to pursue similar opportunities to help people in my community. Prior to joining the firm, I have spent the last 25 years in executive leadership roles in non-profit organizations, small business ownership, and creative direction. My varied experience helps me connect with all types of people and organizations. I have a Bachelor's degree from Samford University, and a Masters in Executive Leadership from Liberty University. My wife, Gretchen, and I have been married since 1998 and reside in Lily Lake Village here in Saint Charles. We are very involved in the local community as a family. I serve as a Trustee on the Board for our village. BRANCH MISSION STATEMENT:
Our mission is to help individuals, families, and businesses accomplish their goals and dreams by providing excellent client service and financial solutions that build lasting relationships. BRANCH VISION STATEMENT:
We envision impacting our community and enriching the lives of our clients by providing a client experience that is second to none. Member SIPC
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