Investing is like dieting; easy in theory, difficult in practice.

I have worked for Edward Jones as a financial advisor my whole career which started in February 2008. I pride myself on helping make sense of sometimes complex topics and to always focus on the things that truly matter.

As a financial advisor, I have always felt it is important to find out what is truly important to a client and their family. We then use an established Five-Step process to work to achieve your goal. Finally, we partner with you on a regular basis throughout your lifetime to help you stay on track.

I strive to work with clients that want and need my help. I try not to target any specific type of client except ones that are serious long-term investors.

I currently live in New Hudson with my wife, Aimee, our three daughters, Penelope (4 years old), Cecilia (1 1/2 years old), Stella (3 months old) and our bulldog, Henry, and cat, Paradise.

When not on daddy duty, I enjoy golfing and comedy.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Cooking
  • Podcasts
  • Football

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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