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Services

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

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About Us

As an Edward Jones financial advisor, my job is to provide structure, advice and guidance so that you effectively achieve your financial goals. I believe in a concierge level of service because it is what your financial future deserves.

Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

I started with Edward Jones in August 2007 in our Client Relations area. I then moved to our bond trading desk where I traded Canadian bonds for two years before trading tax-free municipal bonds for three more years. In January 2014, I decided I was ready to work more closely with clients and started my business in Saint Peters, MO.

I attended Missouri State University and graduated with a Bachelor's of Science in Finance in December 2006.

My wife Elizabeth and I both grew up in Saint Charles County and currently live in O'Fallon with our two-year old son Benjamin and two dogs, Charlie and Zoey.

I am active in local business affairs. I am vice president of the Navigators BNI Chapter, which meets at Dardenne Prairie City Hall every Wednesday morning. I also am a member of the O'Fallon Young Professionals and Cottleville/Weldon Spring Chamber of Commerce. Finally, I am a member of the school board of St Theodore parish in Flint Hill, MO.

My service to clients can only be accomplished with help. Felicity Whittaker, who has been with Edward Jones for six years, is my assistant. Through a team approach, she makes it easier for you to do business with us.

At Edward Jones, we are focused on you and we look forward to the opportunity to earn your trust and work together to achieve your financial goals.