Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Business Administration Degree from Lincoln College in 2012
  • Master of Business Administration from Benedictine University in 2014

Community participation

Member of Knights of Columbus Council #1250 in Lincoln, IL

Lincoln Rotary Club District 6490 in Lincoln, IL

Assist with Cub Scout Pack 101 events and camp outs in Lincoln, IL

Interests

  • Family: my wife: Megan (Edwards); sons: twins: Grant & Drake, Griffin, Dreyton, Vada; parents: Larry & Connee Jenness; six brothers; four sisters; parents-in-law: Mike & Diane Edwards; and one brother-in-law
  • My family attends Holy Family Catholic Church in Lincoln
  • We love attending all of our family's activities
  • I am involved in Rotary and volunteer for projects in the community
  • I assist with Knights of Columbus functions in the area
  • In my spare time, I enjoy playing golf, bicycling, running, playing soccer and basketball.
  • I enjoy learning about history & learning about the financial markets