As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is most important to you. Then, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire. Perhaps one of the most unique aspects of my office is that I take a labor-intensive approach and build uniquely customized portfolios for my clients. This increases customer contact. This approach requires strict attention to process and procedures to maintain scalability. It’s also the reason new accounts are attracted to us.

Another noteworthy aspect of my practice is that I’ve been blessed with a team that is exceptional. Jill Keller and Lynette Stream care about each and every one of our clients. I’m amazed by their personal interactions with clients and the depth of their knowledge of everything going on in our clients lives.

Prior to becoming a financial advisor, I was a division one college men’s basketball coach for several years. It was an amazing experience where I learned a great deal and helped numerous student athletes fulfill their goals. For some it was educationally based and for others they were fortunate to play professionally. There are many similarities to being a financial advisor and formerly being a coach.

My wife, Jennifer, and I have two daughters, Ashten and Audrey. We feel it is important to give back to our communities and are involved in several non-profits. A few closest to our heart include early childhood development and Indian Hills Community College Foundation.

The goal for myself and my staff is to create a client experience they’ll want to share with friends and family.