In our technology rich world, many companies forget to connect with the people they serve. When it comes to important needs, you want to know that you are working with someone who cares. With me as your financial advisor, you are my focus. Before we talk about investments and strategy, I want to learn about you and your aspirations. Being a veteran of adventure activities like aviation and scuba diving, I know the importance of having a strategy, and as conditions change, having the flexibility to adjust. A wealth strategy only serves its purpose when it moves toward your fulfilment. That is the philosophy that will help keep us on track.

As an Edward Jones client, education and transparency are part of the package. My team and I provide that and more in our long-term partnership. I will share the whys, as we interpret them, behind the movements of the markets and the economy. Using your inspirations, I will provide recommendations that are in your best interests for the future of your finances, health, family and purpose.

Away from my collaborations with clients, I volunteer for several organizations including Diveheart, a non-profit dedicated to helping those with special needs learn how to scuba dive. With my down time, I like nature watching, jogging and playing the flute. Still, activities with my wife and teenage daughter bring me the most joy.

Making sound financial decisions for your future starts with a discussion about you. Call us today to schedule an introductory meeting.