As your Edward Jones financial advisor, my focus is to invest time in understanding your goals and what's important to you before investing your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, your family or your business. I can also help you plan and prepare for retirement, pay for education, prepare for the unexpected, provide you with estate considerations or develop customized business retirement strategies.

Prior to my career in financial services, I earned my bachelor's degree in construction management. Having a background in construction management has enabled me to build a practice well suited for clients with complex needs. I obtained the CFP® designation from the Certified Financial Planner Board of Standards Inc. in 2012 and the ChFC® from the American College in 2019, which help to further enhance my knowledge.

As an Army Veteran, I am a supporter and mentor of the Wyakin Foundation, an independent, Idaho-based, non-profit organization that provides a full-spectrum education and professional development program for wounded, injured or ill post-9/11 veterans. I am a father to two University of Idaho graduates and husband of 38 years.

My team includes senior branch office administrator, Ashli Wesley, who has 11 years experience with Edward Jones and branch office administrator Candace Oliarny. Together, their enthusiasm, engagement and efficiency builds trust and confidence with those we serve. Both are dedicated to providing you with the highest level of professional individualized service.

Our focus is you. We work hard to understand your needs and goals. We are dedicated to constantly improving. We act on principle and we are committed to partnering with you for life.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Home Improvement
  • Spending Time with Family
  • Traveling
  • Cycling
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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