Having been in the financial services industry for over 30 years, I have a passion for helping people. I have built my business on the Golden Rule by treating others as I would want to be treated. I strive to provide comprehensive, ongoing, goals-based advice to my clients through a balance of personal relationships and a solid background in developing financial strategies.

As a financial advisor, I first want to discover what is most important to you. For some clients, it is planning for or living in retirement. For others, it is saving for college for children or grandchildren, or planning to protect their financial future for loved ones. After discovering what is most important to you, I follow an established process to help build personalized strategies to help you achieve your goals. As life events happen, I partner together with you to help make sure you stay on track. Through it all, I am dedicated to providing you and your family excellent client service.

I have a Master of Business Administration (MBA) degree with Distinction and an emphasis in finance from Keller Graduate School of Management. I became a limited partner with Edward Jones in 2015.

On a personal note, I have been married to my wonderful wife, Kim, for over 30 years. We are blessed with a wonderful family comprised of four children, a son-in-law, a daughter-in-law and two grandsons. In addition to family, I am involved in the church and community. I am a member of the Independence Chamber of Commerce, a board member of Forerunner Christian Academy and a member of the Investment Steering Committee at Lee's Summit Community Church. In addition, I enjoy spending time with family, friends, traveling and being on the golf course.

My branch office administrator is Christy Watters. Christy also cares about people and our clients. She is very personable and provides excellent client service.

If Christy and I don't already know you, we would enjoy the opportunity to meet you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Baseball
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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