As a financial advisor I serve as the cornerstone for my clients' financial strategies. I accomplish this through teaching financial literacy and understanding as a guide for my clients while helping manage their financial plans.

Understanding the "why" behind your plan is the bedrock of a solid financial strategy. The first step in this process is taking the time to genuinely listen to my clients and learning what's most important to them.

My clients know that I treat their situations as if they were my own - not taking any undue risks and treating them with utmost respect and urgency.

Building these relationships allows us to create clear and unique objectives. Then, using my established process, I build personalized strategies that are designed to help my clients' achieve their goals. As we implement these strategies, I partner with my clients for the long term to help prevent anything from derailing their plan.

Areas of Focus (not limited to):
- Families or individuals building, managing and preserving wealth
- Business owners: succession plans and tax savings
- Successful professionals
- Individuals with complex needs

I graduated from Truman State University with a Bachelor of Science in management and finance. After graduating, I married my high school sweetheart and was asked to run my Edward Jones office in the Festus area, where our branch is currently located.

Nowadays I enjoy spending time with my family and practicing piano, drums, soccer or sometimes gymnastics. As an Eagle Scout, I also enjoy the outdoors.

Relationships are vital, and nothing builds a stronger relationship than meeting face to face. I encourage you to reach out because I would love the opportunity to sit down and have a meaningful conversation about what's most important to you.

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Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings

My Personal Interests

  • Music
  • Car Restoration
  • Astronomy
  • Movies & Entertainment
  • Camping

Office Information

Office Address

341 North Creek Drive Suite B Festus, MO 63028

Office Hours

Office Hours
WeekdayAvailability
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
  • Weekends
  • Web Conferencing

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