After 18 years in the auto industry, I decided it was time make a change in my career and serve my community with a deeper sense of purpose. In 2017, I was offered the opportunity to become a Financial Advisor with Edward Jones. Within the first two years, I earned the Ted Jones Prospecting and Spirit of Partnership awards. In May of 2021, I earned the CRPS® designation.

My practice includes serving entrepreneurs, multi-generational families, business professionals and corporate executives with complex needs who need assistance organizing, growing, protecting and transferring assets. I also help businesses improve their current workplace retirement plans (i.e. 401(k), profit sharing) as well as assist in establishing new plans for those companies seeking to implement an employer sponsored plan. Within the businesses I serve, I partner with key decision makers to provide financial literacy and education to their valued employees.

Before recommending an investment, I firmly believe it is important I take the time to understand what you are trying to achieve, based on your values and purpose. I use an established process and we will partner together to create a strategy specific to your unique goals and needs.

I am fortunate to work as part of a skilled team that is fully dedicated to the needs of our clients. I work closely with my Branch Office Administrator, Marc Jacobs, who has over 30 years of experience in client service. Together, we are able to provide you with the highest level of service you deserve.

Outside of the office, I enjoy walking within my neighborhood, challenging myself to achieve 12,000 steps a day. You may also find me in the kitchen baking cookies or at a stadium cheering on my favorite sports teams. My community involvement includes helping several non-profits such as The Walk to End Alzheimer's and Unstoppable Foundation. I especially love spending time with my wife, Orchid, children, Caleb and Chloe, and our dog, Cody.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Savings Strategies

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Running
  • Sports Enthusiast
  • Technology

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More