I feel privileged to have grown up in the small central Illinois community of Virden, Illinois. Located only a short distance from the capital, Virden was a wonderful place to learn what it truly means to be part of a caring community where neighbors were always willing to help one another. Those values are what guide me to this day. My wife, Renee’, and I still call central Illinois our home.
With a background in business, banking, and finance, I have always been focused on both individual financial planning as well as employee benefits solutions. I have enjoyed working with employers on the implementation, evaluation, and servicing of their retirement plans for more than 17 years and it is a major focus of my practice. The need for employee education as it relates to saving for retirement has always been a strong conviction of mine.
As part of a firm that consults with business owners on all forms of employee benefit solutions we are well- positioned to help companies with all of their employee benefit needs.
Additionally through LPL Financial, the nation’s largest independent broker-dealer**, I have access to independent research, innovative investment tools, state-of-the-art technology, and a wealth of non-proprietary investment products that help us pursue success by working together.
**Based on total revenues, Financial Planning magazine June 1996-2023 reported by Financial Planning Magazine, June 1996-2023, based on total revenue.