In March 2014, I joined Edward Jones as a Financial Advisor. Being an "analytical caretaker", I am blessed to work with clients who entrust me to help make their financial dreams come true. Goals ranging from retirement, estate/legacy planning, healthcare needs, education and more. Being able to draw from my prior professional experience from being a small business owner in the construction world has been valuable. In addition to serving clients, I treasure the time I am able to serve in leadership roles that drive the success and growth of our firm. Our team's established process includes helping you and your family discover, document, and reach your long-term goals. We also ensure professional relationship expectations and costs are clearly communicated. Our strong suit is complex estate management strategies such as income planning, wealth transfer and tax mitigation. Note: I am not a CPA or tax preparer, however I partner with you and your team. My branch team partner, Kim Brooks, is dedicated to partnering with me in providing you with the highest quality, detail-oriented service while offering a warm, inviting environment. Kim and I encourage active participation, which is critical to the success of your strategy. Outside of the office, I cherish time with family and friends, enjoy NFL football, NCAA basketball, bowling, crafting, golf, pickleball, trying new restaurants and almost any type of music. In 2024, I got married! Together, Bob and I have 7 children and 2 grandchildren. Life is never boring!We are located in O'Fallon, MO and are open to working with individuals and families across the United States who value the level of service we offer. If you are considering a change, or are looking for a financial advisor, I invite you to contact our office. Kim would be happy to schedule a brief phone conversation to see if we're a good fit. Once you are an established client, we offer Phone, Zoom and In-Office appointments.