At Edward Jones, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
I am a 2003 MBA graduate of Mercer University in Macon, GA. In addition, I received my undergraduate degree from Butler University in Indianapolis, IN.
My spouse, Terri, and I have four children and have lived in Minooka since 2005. Active in the community, I am on the Greater Joliet YMCA Metropolitan Board of Directors, the Advisory Board of the Gallowich YMCA and also serve on the finance and audit committee of the Greater Joliet YMCA. Additionally, I'm a current board member of the Minooka Baseball & Softball Association.
My branch office administrator, Trish Blacklock, has over 30 years of administrative experience, and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call Trish with questions concerning your statement, stock certificates or your account in general. Trish and her husband, Mike, are long-time Joliet residents.
We are also proud that Edward Jones serves as the exclusive Walk to End Alzheimer’s National Presenting Sponsor. Overall, Edward Jones has committed cash, in-kind support and associate fundraising that will exceed $12 million over five years to support the mission of the Alzheimer’s Association.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.