At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service.
I joined Edward Jones as a financial advisor in 2000 and opened the firm’s second branch office in Miami. My wife, Becky, and I have one son and one daughter. We love sports and traveling.
Prior to joining the firm, I was a lead engineer and Army officer. The technical and personal skills I learned in those roles continue to help me assist clients develop financial strategies.
Since joining the firm, I have served the firm as a performance and recruiting leader, and I am currently serving as Northeast Oklahoma's regional leader. In addition, I have served as a Visiting Veteran at our St. Louis Training Center.
I have been active in business and civic affairs in Miami for many years and currently serve as a leader in the All Saints Episcopal Church. I am also a member of the Rotary Club and a past board president of the Miami Area Chamber of Commerce and Boys and Girls Club of Ottawa County.
My branch office administrators, Tami Wheeler and Catherine Gonzales, are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates, life insurance or your account in general.
We love helping the serious long term client create and protect a complete financial strategy. All aspects of our personalized service are aligned to help us better understand and meet our clients’ unique goals and needs. We use an established process to build personalized strategies to help them achieve those goals. We partner together over time to keep our clients on track.