I have been a financial advisor at Edward Jones for over 30 years and hold the CFP® professional designation. 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

I served in the U.S. Air Force as a captain from 1968 to 1972 on EC-135 Command ALCS Aircraft. I worked in the commercial investment real estate business for 26 years and held the Certified Commercial Investment Member (CCIM) designation. The CCIM denotes that the recipient has completed advanced coursework in financial and market analysis, and demonstrated extensive experience in the commercial real estate industry. CCIM designees are recognized as leading experts in commercial investment real estate.

I am happily married to my lovely wife, Rita, and between us we have five children and seven grandchildren. Roxie, our golden doodle, is also an important part of our family life.

I enjoy working with clients, helping them to build wealth and plan for income distributions in retirement so that they can enjoy the retirement they have planned for. I also help with estate considerations for my clients.

With my senior branch office administrators, Stacey Cochran and Laura Mayville, who have over 24 years of combined experience and are dedicated to providing you with the highest level of service, we provide an outstanding team to help you with your investments.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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