As a financial advisor for Benjamin F. Edwards & Co. in the firm’s Champaign, Ill. office, I work with my clients every day to assess their investment needs based on their financial goals and objectives, along with their tolerance for risk. I must also earn your trust, and that does not happen overnight. I understand that.
Earning trust happens with time – time spent getting to know one another. That effort will begin with me asking you a bunch of questions about what you hope to accomplish financially. Are you a new investor? What kind of financial advice have your received in the past? What are you saving for? Retirement, funding a college education? Perhaps you are an executive with an executive comp plan and need to understand how to incorporate that into your overall wealth management approach.
Bottom line: I can help. Together we will work to develop an investment approach that is designed to fit your goals, your tolerance for financial risk, and your investment time horizon.
I urge you to give me a call or stop by so that you can see for yourself how we can work together and you can enjoy the benefits of this firm’s special brand of client first service and informed investment advice.
I am also active in the community, serving as a deacon in my church and am president of the board of directors for the Illini Quarterback Club.
My wife Haley and I enjoy spending time outdoors running, road biking and hiking. We also spend time boating with friends and family and exploring Haley’s home state of Arkansas. I am also a big fan of Fighting Illini football, and you will often find us at Memorial Stadium cheering the team.
- Olivet Nazarene University, Bachelor of Science in Corporate Communications