At a young age, I was taught the value of hard work, perseverance and the importance of work ethic. I was influenced and encouraged by mentors throughout my extensive educational, athletic and professional career to become a man that can provide insight and help the people around me. There is no reward greater than the sense of accomplishment I feel when I help position a client's future for success.

When partnering with Edward Jones, you benefit from a dedicated team of professionals that understand your situation and are focused on helping you achieve your goals. This includes our senior branch office administrator, Shelby Lutes, as well as our advanced research team and highly skilled support staff within our home office.

Our established, customer-centered process starts and ends with my clients in mind. Having the ability to encompass new and highly experienced investors within my process allows me to understand my client's situation thoroughly. Once we establish our starting point, we set goals and conceptualize our end goal. Partnering together, we create and implement strategies to bridge the gap between my client's current situation and their end goals. Continuously working together to maintain and adjust our strategy over time is key to reaching our financial goals.

The three most important aspects in my life are family, clients and my business. I go to sleep and wake up with those three aspects on my mind, while working hard every day to better myself and improve my business. While leading the Briar Cliff University Chargers offensive line as the starting center, I earned my bachelor's degree in business and my master's degree in leadership management. While I tend to spend many hours helping my clients and improving my business, I enjoy traveling in my camping trailer and experiencing different wineries in Northern California with my wife (Krystle), my dog (Bella) and of course, my pig, Chicharron.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Wine Collecting/Enthusiast
  • Vintage Cars
  • Traveling
  • Spending Time with Family
  • Football

Office Information

Office Hours

Office Hours
Mon 07:00AM - 04:30PM
Tue 07:00AM - 04:30PM
Wed 07:00AM - 04:30PM
Thu 07:00AM - 04:30PM
Fri 07:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More