We value working in mutually respectful partnerships with our clients to offer investment services, goals-based advice and comprehensive financial strategies. We focus on strategies for small businesses, including retail business owners, medical and legal practices, and farming. I am a CERTIFIED FINANCIAL PLANNER® professional and work in your best interest to provide the highest level of care. My commitment to you starts with listening. Knowing your story enables my creation of a personal financial strategy tailored to you. Your strategy reveals options for you to keep, grow and distribute your hard-earned money. Working closely with you, I break down complex issues into simple choices. This enables you to understand your options and feel confident with your decisions. Serving our clients and the communities where they live is a passion I share with Edward Jones. I serve on the Belvidere City Planning and Zoning Commission and volunteer for Belvidere Rotary, Boone County CASA and my church. When not in the office, I also enjoy dancing with my wife and training for my next marathon. Our branch office administrator, Lisa Richard, provides personalized client support for the office, and can immediately address many client needs, except those requiring financial advice. Her attention to detail, encouraging spirit and willingness to go the extra mile delivers a smooth and efficient client experience. Call us to discover if we are the right partners for you.