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• Retirement Planning
• Insurance
• Financial Advisor
• Business Retirement Plans
• Financial Services
• 401k Rollovers
• Roth IRAs
• College Education Planning
• 529s
• Investment Services

Hours of Operation

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About Us

When I think of money, I think of return on life, which I like to express as an equation:

RETURN ON LIFE = Lifetime Experiences x (Confidence + Flexibility)

Feeling rich is not about a statement value, but instead about the unique lifetime experiences you wish to create.

Whether it be events such as family vacations and celebrations, creating the perfect entertainment space in your dream house or gifting to charity or loved ones, true wealth is obtained when you feel confident and have flexibility to choose how you experience life.

Our team's process is built around giving you that confidence and flexibility.

Confidence not only in your financial strategy and investment process, but in the ongoing advice, education and service we provide by considering your future expectations and biggest current concerns.

Flexibility in the choices we make and create together over time by identifying efficiencies and mitigating risks to your strategies, allowing us to focus on your personalized needs, wants and wishes.

We are often introduced to high-performing individuals and families through life's transitions as they change careers, approach retirement or receive significant wealth through the sale of an asset or inheritance.

Several of my personal experiences have allowed me to appreciate each person's analytical tendencies, thrive through teamwork by communicating clearly and keeping education in mind with each client interaction.

Lisa Quin is a vital part of our team and has been with Edward Jones since 2009. She is hyper-focused on keeping your relationship with us organized. She has lived in St. Charles County for almost 30 years and enjoys getting to know new people on a personal level.

Finally, I love sports and enjoy BBQing, coffee, working out and golf. My wife, Elizabeth, and I both grew up here and live in O'Fallon with our children, Benjamin, Lexi and Theo – and our dogs, Zoey and Lucy. We are active parishioners at Immaculate Conception of Dardenne Catholic Church where I coach basketball and volunteer annually as part of the weekly crew at the parish fish fry and Elizabeth is a member of the school board.

We are excited to learn about you and look forward to the honor of helping you maximize your return on life.