Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Estate Planning Strategies

Education

  • B.A., Marketing, Western Illinois University, Macomb, Illinois
  • A.A., Business, Carl Sandburg College, Galesburg, Illinois
  • Diploma, College Prep, Monmouth, Illinois

Previous experience

  • Financial Advisor, Edward Jones, Saint Louis, MO, 2012-2024
  • Financial Advisor, Wells Fargo Advisors, Saint Louis, MO, 2010-2012
  • VP Marketing & Development, OSF Healthcare, Monmouth, IL, 2006-2010
  • Operations Manager, IMI Cornelius, Monmouth, IL, 1999-2006
  • Distribution Manager, HD Supply, Saint Louis, MO, 1996-1999

Interests

My interests include spending as time as possible with family, traveling, motor sports and attending sporting events.