As the son of a small business tax professional and a music teacher, I learned the value of personal relationships, integrity and teaching others. These values are the foundation of who I am as a person and my business.

I start every interaction with asking what is important to you. Then, I focus on helping you develop comprehensive and personalized strategies to achieve your goals. I use an established process to develop, monitor and help you remain on track toward achieving what is important to you both now and as life evolves.

I enjoy working with a variety of people and families in several states. My greatest sense of pride is supporting widows or widowers during their time of grief. Additionally, I enjoy working with pre-retirees, business owners and multi-generational families. To help you build, grow and transfer your wealth, I collaborate with CPAs, attorneys and other trusted professionals.

My career at Edward Jones began in 2010, and I became a limited partner in 2015. I am proud to share that Sharon Smith, my senior branch office administrator, has attended the Branch Office Administrator Managing Partner's Conference seven years in a row (2016 - 2022), reserved for the top 400 branch office administrators out of over 15,000 at our firm.

Sharon and I enjoy providing exceptional service and building trusted relationships with our clients. We are committed to getting to know you personally and serving you deeply during life's joys and sorrows.

Outside of my career at Edward Jones, I am active at my church, support our local food pantry and enjoy traveling with my wife, Amy, and being actively involved in the lives of my children, Aubrey and Evan.

Focus areas

  • Charitable Giving
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Reading
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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