As your Edward Jones branch team, we want to understand what's important to you. We use an established process to build personalized strategies to help reach your goals. We will partner together throughout your life to keep you on track.

I began my Edward Jones career in 2007 as a financial advisor. I became a limited partner with Edward Jones in 2019.

I attended University of Wisconsin - Madison and graduated in 2003 with a Bachelor of Business Administration in finance, investments and banking.

In addition, I received the Accredited Asset Management Specialist™ professional designation in 2012. The College of Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education

My spouse, Kelly, and I have three children: Finnegan, Piper and Elias.

Originally from Stoughton, I have lived in Madison area my entire life. I have lived in Verona since 2017.

My senior branch office administrator is Nancy Speir. Nancy is dedicated to client service excellence. Please contact Nancy with general account questions, referrals or scheduling a time to meet with the branch team to review your personalized strategy. Nancy became a limited partner with Edward Jones in 2019.

Our vision is to be the first choice for financial strategies with families in our community. We work with families who trust and value our advice and time. They entrust us with their goals/dreams/concerns and we collaborate to address and achieve them. We provide high quality service, information and solutions to allow each family to reach their financial goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Running
  • Personal Fitness
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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