I have humorously referred to myself as a "recovering" CPA (ask an accountant about some of the jokes of the industry). Having worked in banking for over 20 years before coming to Edward Jones, I saw a lot changes in the financial services industry. I can still crunch numbers, but I am much more interested in journeying with people and helping them achieve those financial goals that are important to them.

I grew up in the Brainerd, MN, area. We were by no means wealthy, but that did not stop us from having quality vacations. We spent many summers camping, hiking and canoeing in the Boundary Waters Canoe Area of northeastern Minnesota. Whether it was those summer vacations or winter camping expeditions, I learned the importance of "being prepared." My Dad and Boy Scouts instilled that in me from a young age. Today, I help families "be prepared" for the expected and the unexpected events of life.

I attended colleges in Minneapolis and St. Paul, MN, earning a bachelor's degree in business administration. I met my lovely wife, Betty-Jo, during those years. We were married in 1987. In 1994, we moved to Oklahoma with our three kids: Jon, Kate and Caleb. They are all grown and married now. My, how the time flew by. But what a joy it is to be grandparents to four precious 1 year olds and another on the way!

Since moving to Oklahoma, I sat for the CPA exam (passing all four parts on the first try) and went back to school and earned a Master of Business Administration (MBA). This has opened additional doors of opportunity in the business arena as well as in education as an adjunct professor. "Educating" people on various aspects of investing, protecting assets and preparing for their legacy has become a critical part of what I do here at Edward Jones.

I am a member of Believers Church in Tulsa and help lead a men's group on a weekly basis. Betty-Jo and I love to entertain and host many events for family and friends on our three acres out in the country. I am a member of the Bristow Lions Club and enjoy serving our community through its endeavors. Giving back has just become a way of life for us.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Hockey
  • Traveling
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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