Our vision for each client is to develop a unique and personalized strategy specifically designed based on their goals and needs. Utilizing a human-centered experience enables us to focus on your purpose, your family’s needs, your current financial situation and even your health – crucial elements that intricately factor into your financial strategies. Over the last 16 years, I have successfully navigated with many diversified individuals to ultimately assist them in obtaining the outcome they desired. Working closely with our clients, along with their CPA, attorney and other professionals, we determine the most appropriate financial strategy.

I began my career as a financial advisor with Edward Jones in 2005 in Crescent City, CA and then relocated to Mesa, AZ in 2014. I have served in many leadership roles at Edward Jones and am an active member of the community, having held the positions of president of Del Norte Sunrise Rotary and president of Del Norte/Crescent City Chamber of Commerce. Currently, I am a member of the Mesa Chamber of Commerce and serve as Finance Committee chair for the Las Sendas Community Association.

I earned my bachelor’s degree in business administration from Oregon State University in 2002. In addition, I received the AAMS® professional designation in 2010 in order to better serve my clients.

My wife, Mary, and I have two children, Kade (11) and Kellen (10). My interests include spending time with family and golfing.

With over 20 years of combined experience, my senior branch office administrators, Beth Bissonnette and Sharon Huffman, are dedicated to providing you a personalized experience with the highest possible level of service.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting us so we can help you achieve your long-term financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Golfing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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