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 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® professional certification and the AAMS™ professional designation.

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.

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
Mon Closed for Holiday
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

Email Me

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