As an Edward Jones financial advisor, I want to understand what's personally important to you. We have an established process to help you craft personalized strategies to achieve your goals. Together, we partner with you to help keep you on track to meet these goals.

I grew up with a hammer in my hand renovating houses and working in the hospitality business in the middle of an oil patch (Ponca City) in Oklahoma and attended Oklahoma State University. In 2000, while finishing school, I began my career with Edward Jones. I graduated in 2001 with degrees in economics, international business and political science.

In 2002, I married my wife, Heather. We had the opportunity to move to Colorado Springs to open a new office and be in an environment conducive to our love of the outdoors. We have two children, Aspen and Reece, who love playing in the Colorado sunshine, too.

I have been a limited partner with Edward Jones since 2010. In 2006, I received the AAMS® designation through the College for Financial Planning. In 2014, I received my CFP® certification through the Certified Financial Planner Board of Standards, Inc.

My branch office administrators, Rhonda Lavoie and Anne Childs, are dedicated to providing you with the highest level of service. Their commitment to our clients is apparent in their professionalism and attention to detail.

Anne, Rhonda and I strongly believe in giving back and are actively involved in several community and church initiatives. Our branch also leads the recruiting and retention team to aid firm growth in the Pikes Peak region. We partner closely with other offices to share ideas and develop future leaders.

We recognize our position is one of stewardship for our clients' wealth. Preparing for your future is a process, not a one-time event. We aim to partner with you in this journey and coach you along the way.