2936 Hwy K
O'Fallon, MO 63368
- Portfolio and Retirement Plan Reviews
- Retirement Plan Rollover & Consolidation
- Life Insurance
- Long Term Care Insurance
- Education Savings Plans
- Business Retirement Plans
- Mutual Funds
Hours of OperationMonday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm
I am an Edward Jones financial advisor that is currently accepting new clients and I focus in helping high net worth professionals with their unique needs by creating, developing and implementing financial strategies designed to help them achieve and maintain what is most important to them.
What I can do for you:
- Listen to your needs and understand what's most important to you, to help provide you with an ideal client experience.
- Provide solutions-based advice by using an established process.
- Develop a detailed retirement strategy designed to provide you with options once you do retire.
- Work closely with you and your CPA, estate attorney and other professionals to determine appropriate financial strategies for you and your family.
- O' Fallon Chamber of Commerce
- O' Fallon Lions Club
- New Creation Church worship team
Personal Background and Interests:
- Married since May 2000 and a proud father of two.
- Active member and percussionist (guy who plays drums) with the worship team at New Creation Church.
- An avid sports fan (a bit of a sports nerd) especially with football, basketball, hockey and golf.
- Enjoy playing recreational basketball, golf and skiing along with attending trivia nights, brewing craft beer and spending time with my family.
We'll Impress YouWe serve individual investors, just like you. That's why we have offices in your community. You see one financial advisor and one branch office administrator dedicated to working with you. You shouldn't have to call an 800 number for investment advice. You need to talk with someone who knows you and understands what you're working toward. That's why Edward Jones believes in meeting face to face.
So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies. Regardless of your current age, income or goals, it's important to begin developing a plan today. Contact me today and we will find an investment strategy that makes sense for you.