My first experience with Edward Jones was in 2009 when I decided to become a client. My advisor helped my wife and me prepare for our wedding, our first home and our first child. In 2016, I decided to join the firm as a financial advisor myself so that I could serve my neighbors and provide the same care and support that my financial advisor had shown us.

The types of clients that I serve best and enjoy working with the most are families and business owners.

I partner with families to plan for retirement while balancing other short-, medium- and long-term goals like saving for college or paying for that next vacation. I also help them to save money on taxes both now and in the future.

I partner with business owners to manage their business retirement plans by providing investment advice at the plan level, reviewing plan costs and educating their employees. I also work directly with owners to plan for their retirements and business transitions.

Prior to joining the firm, I worked in management where I coached and supported teams to identify and reach their goals. I earned my bachelor's degree from the Gies College of Business at the University of Illinois at Urbana-Champaign, and my MBA from Colorado State University. I also hold the AAMS® designation through the College for Financial Planning.

When I'm at home, I enjoy playing guitar and piano, cooking and spending time with my wife, two kids (2 and 4) and Golden Retriever.

My branch office administrator, Shauanna Abbott, joined me in January 2020 and takes great pride in providing a high level of service to all of our clients. Outside of work, she enjoys gardening, karaoke, crafting and playing foosball with her daughter.

Please let us know how we can best serve you and your family.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Music
  • Traveling
  • History and Museums

Office Information

Office Address

5460 Ward Rd Ste 390 Arvada, CO 80002

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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