At the age of 9, I learned a practical financial lesson from my grandfather that helped shape my views on saving money and investing. Since then, I have had a very healthy appreciation of the value of a dollar earned and a dollar invested.

Early in my first career as an engineer, I travelled the U.S. extensively, with little time to address my own financial strategy. Fortunately, an Edward Jones financial advisor took the time to understand what was important to me and helped me develop a plan of action to attain my financial goals. I took his advice and started towards my financial independence.

For almost 20 years now, I have actively managed my clients' finances and helped them reach the pinnacle of financial independence. I help families develop and execute strategies to expand that legacy throughout their own family tree.

In 2002, I began my career at Edward Jones as a financial advisor in the Ventana Canyon office in Tucson, Arizona. In 2008, I earned the Accredited Asset Management Specialist™ (AAMS®) designation and in 2014, I earned a limited partnership with Edward Jones. I am fully committed to my clients, their families, small business owners and to the continuous improvement of my craft.

I earned a Bachelor of Science in computer integrated manufacturing technology from Purdue University and spent many years in engineering and sales of factory automation equipment before making the career change to financial advisor. When not working on my clients' behalf, I enjoy spending time with my wife and two children in the great outdoors of Arizona and travelling across the globe.

Our office is very fortunate to have Mindy Wohl on the team as the Branch Office Administrator. Mindy has been with Edward Jones for five years and her goal is to get to know each of our clients and add a personal touch to their experience with our office. Mindy has two adult children and in her free time, enjoys an active lifestyle which includes cycling, hiking and yoga.

Focus areas

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

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