After gaining a thorough understanding of each client’s investment objectives, background and family situation, I build a customized strategy to help my clients meet their financial goals. I began my financial career in 2004 with Edward Jones. While working for the firm, I earned my master's degree in accounting from Southern Illinois University at Edwardsville. This has served me well as a financ
ial advisor, helping individuals and families in Wood River and surrounding area grow and protect their hard earned wealth. I am a proud member of the Wood River community where I serve on our local Rotary Club and as a board member of Operation Blessing. Our branch team also supports the annual Walk to End Alzheimer's, a cause that is close to our hearts. Outside of the office, I am a big fan of our local professional baseball team. My Branch Office Administrator, Ashley Cross, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Working together, we have built meaningful relationships with community members, while helping them stay on track toward their goals. If you value a personal relationship and professional guidance, it would be my pleasure to meet with you and help you create a financial strategy that you can not only understand, but also get excited about. Contact our team today at (618) 258-8424 to get started!
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