Ready to discuss your financial future?
5832 North Knoxville Ave.
Peoria, IL 61614
Toll Free: 877-261-0603
CA License #0K41867
My Community Activities
- United Way, Grant Reviewer
- Boy Scouts of America, Friends of Scouting Team 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 plans for 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 2015 as a financial advisor in the Peoria office. I began my financial services career in 1977, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my wife, Nancy; and son, Cliff. In addition, I like to fish, woodwork, travel, and I am an avid Chicago Bears, Bulls and Cubs fan.
Areas of Concentration
- Asset Allocation
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
Education and Credentials
- Bradley University, Master of Business Administration degree
- Bradley University, Bachelor of Science degree in Business Administration