Our team believes financial well-being is about more than money. It's about what money can help you do. Spend time with loved ones. Pursue passions. Achieve greater security. Our focus is helping you achieve what's most important to you!

We're inspired by the belief that when an individual is completely confident in their financial life, they can more completely do what inspires them – and, the more people doing so can change families, communities and the world for the better.

We start, one client at a time, by understanding what's important to you. We then use an established process to create personalized strategies to help accomplish your goals. From there, we partner together throughout your life to help you stay on track.

We use a team approach including: Edward Jones analysts, who support me in providing sound advice and timely guidance; Branch Office Administrators Dawn Koenig and Melissa O'Brien, who lead our client service process and help me ensure your decisions are implemented; and collaborate with your tax and legal professionals, to help ensure all aspects of your financial life are coordinated.

I am dedicated to providing my clients with sound guidance, as a Certified Financial Planner™ practitioner. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. 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 love giving back to the community I grew up in and have served on several boards over the years.

I'm blessed with three boys and a beautiful wife, Katie. We enjoy seeing new places, creating our own recipes, learning and sharing random fun facts – and long walks outside with our big furry dog, Bailey.

Looking forward to connecting with you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Cooking
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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