I began working with Edward Jones in 2009. I have had a passion for this business since I completed an internship in college. As a younger and newer advisor in the business, I decided to commit myself to earning the CFP® professional designation at the beginning of my career. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I grew up in Dixon and after graduating high school, I attended Augustana College where I played football for four years and graduated cum laude with a Bachelor of Arts degree in finance and economics. I currently reside in Dixon with my wife, Alecia, and our two boys, Mason and Barrett.

I am very committed to the community as a volunteer for various activities, including coaching youth sports and currently and formerly holding multiple board positions. I am also a past president and member of our local Rotary Club. I believe in giving back to Dixon as much as it has given to me.

I firmly believe that by working one-on-one with our established process, we can help you accomplish your goals. We have multiple dedicated assistants, Andrea and Jen who, along with myself, will provide you with the service you deserve.

We specialize in high net worth clients focusing on multi-generational wealth strategies, helping our clients grow, enjoy and transfer their wealth. My greatest passion is showing people a way to enjoy their retirement in ways they never thought possible. I believe that you worked hard to save your whole life, and now we need to work together on the next part of your journey to maximize your retirement years. We will accomplish this through our robust and proactive contact strategy. We will actively partner with you and coach you throughout your financial journey.

My Personal Interests

  • Community Outreach
  • Coaching Sports
  • Golfing
  • Football
  • Basketball

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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