Planning and carrying out your financial goals can be a scary thing. My top priority when working with clients is making sure that they first feel understood. From there, I am able to help diagnose what is most important to them and tailor my advice to their individual situation. I have the heart of a teacher (I used to be one) and by the time you leave my office, you will understand where your money is going, why it is going there and finally, what expectations you can have for it. I do this by using Edward Jones' established process to build personalized goals for you and partner together throughout the years to help you achieve them.

My Team:
My Senior Branch Office Administrator, Christy Nelsen, has just over seven years of experience with Edward Jones. She earned her AAMS™ designation in 2022. She's married to her high school sweetheart, Steve. They spent 20 years as a US Navy Seabee family. Steve retired in 2014. They have two sons, Wyatt and Hunter and two golden retrievers, Mason and Gunner. Wyatt was born with Cystic Fibrosis and Christy is active in fund raising for a cure. Christy and Steve love to spend time in their RV, camping, hunting, fishing and all things outdoors. In 2022, they fell in love with paddle boarding and you'll catch them on the river as soon as it's flowing.

When I am not working with my clients, I can be found with my family. My wife, Patricia, is a technology coach for Mesa Public School and together we have two children, one son named Connor (3) and our daughter, McKenna (1). We also have two Labradors named Gambit and Jack. We love to travel and visit new places to soak up the culture. I am active in my community and participate in various charitable events throughout the valley. If you have any questions, please don't hesitate to contact me at 480-833-6353 or [email protected]. Thank you.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

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

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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