I have a strong passion for helping individuals and small business owners understand their options when planning for their financial futures. After 20 years of partnering with businesses focusing mostly in medical, diagnostics and biotech, I understand the importance of financial security and long-term planning, no matter one’s current financial situation. I joined Edward Jones to make a real difference. I want to assist our clients to identify and achieve their long-term goals.

What makes me different? I take the time to cultivate a partnership with you based on your individual needs. It starts with a conversation about your goals; not investments, returns or "hot picks". We discuss where you are and, most importantly, where you would like to be, as we design a strategy and map out a path to reach your goals. The process can feel overwhelming when you are unsure of where to start. I will make it easy for you by following an established process that is tailored to your unique situation. Together we will partner with your CPA and/or your attorney to build a strategy that will help you to get to where you want to be.

As a father, a husband and an active member of my community, I understand the realities of responsibility and recognize the complexities of preparing for your financial future. I will be there to guide you every step of the way, so that you can focus on what is most important.

Conversations and meetings are always complimentary. Helping you to prepare for your future is the priority. Call or e-mail to schedule an appointment today. We look forward to serving your needs.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • New Investors
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Running
  • Health & Nutrition
  • Coaching Sports
  • Camping
  • Snowboarding

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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