When I was 10 years old, my dad sat my sisters and me down around a table to talk about investing. He had picked out some companies that a 10 year old would be familiar with and gave us the choice of what we wanted to buy. He wanted us to understand the power of investing. It was important to both of my parents to pass down a first-rate financial education to us. The skills my parents passed on to me many years ago are the foundation which allows me to serve my clients effectively today.

I received my mechanical engineering degree from the University of Colorado Boulder in 2012. After graduation, I spent five years participating in non-profit and mission work in Denver and Peru. When I returned to the States, I met my future wife, Morgan. Together, we have a son named Max and a daughter named Rowan.

My desire to help others is something I bring into my practice at Edward Jones. I truly love building relationships with my clients and I enjoy helping others achieve success by focusing on their financial lives.

When you decide to work with me, I take the time to truly listen and find out what’s important to you. Using an established process, we build personalized strategies to achieve your financial goals. Ultimately, I am looking to partner together throughout your life to help you stay on track. We maintain regular contact with you to make sure we stay relevant with changes in your life. In order to provide comprehensive service, we often partner together with your CPA or estate planning attorney to make sure your full financial picture is covered.

I regularly work with retirees and pre-retirees who need help navigating through social security options, questions on Medicare or want to know how out-of-pocket health insurance might affect their early retirement.

When I’m not at work, you can find me reading a book, spending time with my family or sharing coffee with a friend. We are active members of our church and donate to a variety of non-profit organizations.

Focus areas

  • Charitable Giving
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Reading
  • Cooking
  • Hiking
  • Snowboarding

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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