I've always been a saver. From socking away my earnings in grade school to saving my income from my military career, I knew that saving meant security. I turned to Edward Jones to learn what to do with my growing nest egg. My financial advisor showed me how to make my money work for me and how the stock market can be a tool for growth. During the 2008 crash, I noticed that, while my friends and family were complaining about their stocks dropping in value, I was the only one complaining of a lack of funds to buy more stocks.

I started my career as a financial advisor in 2010 and have enjoyed helping people put the pieces of their financial puzzle together. I enjoy the personal satisfaction of taking complicated issues for a client and putting them together to best benefit their unique situation. I help people maximize their retirement savings and navigate the different tax-advantaged investment options.

My clients can expect me to never sugar coat anything, develop real, concrete strategies and hold them accountable to their part of getting to that goal. My branch office administrator, Shae, is an important part of the process. With 18 years of experience, clients can expect Shae to be professional, courteous and always attuned with their needs. She is also an avid painter.

When I'm not at work, I am usually with my wife, Erica, and our four children. We also have a 15-year-old black lab, Kali, a rescue dog we adopted five years ago. Having served in the Navy for five years, I still enjoy travelling to new destinations. I also love the outdoors, hiking, bow hunting and skiing whenever I can. I am involved with my community through volunteering with the Rocky Mountain Elk Foundation and Wild Sheep Foundation.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Military Professionals & Veterans
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Skiing
  • Archery
  • Backpacking
  • Camping

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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