I started my financial career in 1993.

My dad taught me to work hard and smart. I'm a stickler for details and helping to create unique and individualized solutions. Those traits served me well after college, when I found myself building and running my own landscape construction company. That career was fun but not rewarding to my soul. My mom taught me how to enjoy life, to love and treat people kindly and with respect. She was warm and caring.

My search for self-challenge, personal growth and assisting others, lead me to this career of providing financial advice at Edward Jones. Once again, my attention to detail, my creative instincts and my desire to help others is serving me well as I enthusiastically embrace this awesome career. The feelings I have for my clients more closely resemble the feelings I have for my own family.

My real family currently consists of my beautiful wife of 39 years, Jennifer, and my five wonderful daughters... And three perfect granddaughters. My life is good. I am blessed.

I'm an active member in the Auburn Rotary Club. When not working, you will usually find me outdoors. Some of my favorite activities include, traveling the world, camping, hiking, SCUBA, free diving, fishing, mountain and road biking, ATVing and enjoying spending time with my amazing family.

If you are a prospective client, no one will try harder or care more. What you can expect from me: (1) I want to know and understand what is important to you. (2) I use an established process to build personalized strategies to help you reach your goals. (3) we will partner together throughout your life to help keep you on track. What I expect of my clients: (1) to listen to my advice and (2) trust my advice.

I look forward to partnering with you and your family.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Traveling
  • Personal Fitness
  • Mountain Biking
  • Camping
  • Scuba Diving

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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