As a financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your loved ones. I enjoy working with people from all walks of life who need help with their financial future.

Before coming here, I was in the insurance industry. I wanted to do what's in the best interest of the client every time, even if it sometimes cost me my time or compensation. The prior company I worked for did not support me in this endeavor. This is what attracted me to join Edward Jones in 2009, following the 2008 financial crisis.

In my practice, I currently have one full-time dedicated office administrator, Alexandria "Alex" Wood. I've had many clients rave to me about her warm, infectious personality as well as praise her for her genuine interest and attention to detail. Alex shares my enthusiasm about the vision for our clients and, in my opinion, provides a level of service that's second to none in the industry.

I am married to my amazing, talented wife, Bekah. We love our elderly English bulldog, Big Daisy, and our stubborn cat, Harvey. We live just five minutes from the office. We spend much of our time traveling, baking new desserts and volunteering for various animal rescue organizations.

Relationships are key and, in my view, partnering face to face builds strong, lifelong relationships. In today's digital environment, it's a different way to look at your financial well-being, but I believe it is the best way for understanding what's most important to you.

Focus areas

  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Music
  • Golfing
  • Volunteering
  • Board Games
  • Snorkeling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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