About
I started my career with Edward Jones in 2003 as a financial advisor in Rantoul, IL. I graduated from St. Ambrose University in Davenport IA, receiving a B.A. in finance. Everyone's life situations are unique, and it is my desire to understand your goals and assist you in creating a financial strategy in order to achieve those goals.
I earned my Certified Financial Planner (CFP®)* certificate in 2018. The knowledge gained in achieving this designation helps me better serve my clients in a multitude of areas, including retirement planning, insurance, legacy planning, tax issues, investments and planning for education.
In my free time, I enjoy spending time with my wife, Jaclyn, and our three children, Aiden, Olivia and Madilyn. We enjoy traveling and cheering on the St. Louis Cardinals. Grilling on my Big Green Egg for family and friends is also a favorite weekend pastime.
Please feel free to contact me should you need assistance planning for your financial future. I will be happy to meet with you, and by working together, we can create a financial strategy that is right for you!
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
