As a financial advisor, my passion is helping families achieve their biggest dreams, whether that's early retirement, frequent travel, charitable giving or leaving a legacy for the next generation, to name a few. My process is centered around understanding what's most important to you and creating a strategy built around achieving your targeted goals.When it comes to Strategic Planning, I focus on five core components:1. Portfolio Strategies to maximize risk-adjusted returns2. Tax Efficiency to maximize your dollars3. Estate considerations to help maximize your legacy through generational wealth transfers4. Protection Planning to safeguard your assets from potential wealth threats5. Charitable Planning to maximize tax benefits and enhance your legacyPlease allow us the opportunity to extend to you our second opinion service to ensure you have a strategy to maximizing your full financial potential.My wife, Keely, and I have four children and have lived in the Edwardsville, Illinois, community nearly all of our lives. I feel its important to give back when possible, which is why I am a member of the Rotary Club of Edwardsville and a board member for the Edwardsville Walk to End Alzheimer's Association.My business partner, Brenda, prides herself on excellent customer service through great attention to detail and fast response times./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.