3400 Hedley Road
Springfield, IL 62711
Toll Free: 877-303-9981
My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
I am a graduate of the University of Missouri-Columbia where I earned a Bachelor of Science degree and a Master of Business Administration (MBA) degree. I began my financial services career in 2014 and earned my CERTIFIED FINANCIAL PLANNER™ designation in 2016.
Prior to joining Benjamin F. Edwards & Co., I spent 11 years in Columbia, MO for both education and work. While studying towards my undergraduate degree, I played catcher for the University of Missouri baseball team where I was a three-time Academic All-Big 12 First Team Selection. In addition, I was honored as the Big 12 Medal Winner which is awarded annually to the top male and female student-athlete at each conference institution. I was also an Assistant Baseball Coach at the University of Missouri from 2010-2014.
I’m active in the Springfield, IL community with a variety of professional and charitable organizations. I’m a graduate of the 2016 “Leadership Springfield” program that aims to develop, strengthen, train, and equip local professionals to benefit the Springfield community. I’m also an ambassador for the Greater Springfield Chamber of Commerce as well as an active member of American Business Club and Young Philanthropists. In addition, I regularly provide investment commentary on WICS-TV (Springfield, IL; ABC Television, News Channel 20) and teach an introductory investing course at Lincoln Land Community College.
I live in Rochester with my wife, Andrea; young children, Luke and Elle; and dogs, Riley and Mason. Outside of work I enjoy running, boating and live music. In addition, I’m an avid Mizzou and St. Louis Cardinals baseball fan.
Education and Credentials
- University of Missouri-Columbia, Master of Business Administration degree
- University of Missouri-Columbia, Bachelor of Science degree
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, 2016
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.