I have a passion to really take the time to listen to our clients so we can truly discover what is most important to them. We love working with retirees and pre-retirees who are seeking to achieve the work-optional lifestyle. Through Edward Jones' 5-step process, we are able to help them achieve their hopes and dreams.

Once we know and understand what is most important to you, we develop customized strategies for you and you only. This includes tax considerations, investments, income, insurance and estate considerations to maximize your financial well being. We will enjoy our partnership with you throughout your life to help make sure we stay on track for you to reach your goals.

I received my degree from the University of Nebraska in business administration with a focus on economics and finance. I have spent roughly 14 years of my career in handling peoples' personal finances in some way, shape or form, with five of those years being here at Edward Jones.

My wife, Katie, and I live in the Green Mountain area in Lakewood with our three wonderful kids: Colin, Joel and Ella. When we do have free time, which is rare, we enjoy hiking, skiing, spending time with friends and family and just relaxing and enjoying our time together. Movie nights are the best!

I also enjoy giving back to the community that has given us so much. I am actively involved in the Golden Elks Lodge where I volunteer some of my time helping with the soccer shoot and hoop shoot. I am also very involved at my kids' schools and am the top dog of the Watch Dog Program. I earned the Volunteer of the Year Award from Green Mountain Elementary last year.

Please let Debbie, my branch partner, and me know how we can assist you and your family.

My Personal Interests

  • Baseball
  • Spending Time with Family
  • Snowboarding
  • Mountain Biking
  • Music

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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