Growing up in the Midwest, I was taught to always work hard, value education and live a healthy lifestyle. My mom was an elementary school teacher and my dad worked in sales. Together, they ingrained in me the virtues of disciplined, long-term investing at an early age. With their guidance, I invested my paper route money so that I would someday be able to pay for my college education.

My parents also encouraged service to others and community involvement. After college, I served in the U.S. Marines for over eight years, attaining the rank of Captain. Since moving to Ahwatukee in 1995, I have volunteered with the Kiwanis Club, worked with the Cub Scouts and coached basketball at the YMCA. I have been a member of the American Legion and the Ahwatukee Chamber of Commerce.

As a financial advisor with Edward Jones since 2004, I've had the honor of getting to know and work with many wonderful people. It's been gratifying to see my clients attain financial success, whether that means creating a secure retirement, building a business or leaving a meaningful legacy. In 2019, I earned the CERTIFIED FINANCIAL PLANNER™ certification and was awarded a limited partnership with the firm.

Helping others reach their financial goals is my professional passion. Spending time with my family is my personal passion. My wife, Angie, and I have been married since 2003. We have two children, Anabella and Maxton.

I am excited to learn about your unique story and help you reach the goals that are most important to you.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Sailing
  • Mountain Biking
  • Surfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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