One Country Club View
Edwardsvsille, IL 62025
Toll Free: 855-880-8901
CA License #0F03548
My Community Activities
- Praise Community Fellowship Church, Member
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Edwardsville, IL office. I began my financial services career in 1973, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
When I’m not working I like to spend time with my wife, Barbara, and our two children—Brandon and Bryce. In addition, I enjoy playing golf, biking, cooking and fishing.
Areas of Concentration
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
Education and Credentials
- Southern Illinois University Edwardsville, Master of Business Administration Degree
- Southern Illinois University Edwardsville, Bachelor of Science Degree
- Chartered Life UnderwriterTM, (CLU®), 1983
What is a CLU®? A CHARTERED LIFE UNDERWRITERTM, or CLU®, designation from The American College indicates that the holder has completed a rigorous course of study that addresses insurance planning, estate and retirement issues, and risk management. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 30 hours of continuing education training every two years.