As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

We focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I have served as an Edward Jones financial advisor since 1993, and have also volunteered at the firm in a variety of capacities. I currently serve as a coach in the Ted Jones Coaching program, and am a mentor and field trainer for new financial advisors. I was named an Edward Jones Limited Partner in 1998.

In addition to my professional volunteerism, I am deeply involved in the Greeley community. I sit on the Greeley Philharmonic Orchestra board of directors as well as its finance committee. I served two terms on the board and as a member of the board of directors of Trinity Housing Corp, a low income housing project near Island Grove Regional Park. I am also a long-time member of the Greeley Rotary Club and have served on its board. I am a past board member of NCMC, Inc., past chairman of the board of hospice, and served as chairman of the finance committee for the High Plains Library Board.

My wife, Kim, and I have lived in Greeley since 1994. Together with our son Hunter, we have hosted 20 exchange students from all over the world.

I enjoy helping investors meet their retirement goals, and would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.