As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs, so I may develop the most appropriate financial strategy to help you achieve your goals. My clients have complex needs, and I work with them, their estate attorney and their CPA to address each facet of their financial picture, including retirement planning strategies, special needs financial considerations and estate and legacy strategies.

I began my career as an Edward Jones financial advisor in 2006 and became a limited partner with Edward Jones in 2011. Over the years, I have served the firm as a level coach, field trainer, mentor and visiting veteran financial advisor to our St. Louis home office.

I earned my bachelor’s degree in business administration with a concentration in finance from East Carolina University and I hold my Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Examination) registrations. In addition, I hold the CFP® and AAMS® professional designations.

My wife, Holly, and I have three children who keep our lives busy and fulfilled. I enjoy mountain biking with friends and traveling with my family.

My senior branch office administrator, Angie Moran, has over 15 years of financial industry experience and became a limited partner with Edward Jones in 2019. She brings wisdom and integrity to our process and has a sincere interest in ensuring your experience as our client is exceptional.

Connect with me on LinkedIn and follow me on Facebook.

Focus areas

  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Mountain Biking
  • Music
  • Spending Time with Family
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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