Growing up in a blue-collar family taught me many valuable lessons. My parents worked hard for our modest lifestyle yet led by example with a great work ethic and compassion. Those valuable life lessons are why I love the work that I do.

I began my career as a financial advisor in the year 2000. The technology bubble from the late 90’s had just burst and then the events of 9/11 brought us into a recession. I quickly learned that having a goal to work toward, along with investments suited to my client’s tolerance for risk, was essential for their long-term success. In 2008, I achieved the CRPC® professional designation from the College for Financial Planning.

In 2011, I joined Edward Jones as a financial advisor. I continue to enhance the process I’ve established to realize the dreams and goals that are most important in my client’s lives. It’s my passion to share my knowledge and help people achieve what is most important to them.

In 2018, I accepted an offer to become a Limited Partner in the firm.

My wife, Cara, and I were married in 2010. She currently works as a registered nurse for hospice patients. Between us we have three teenage boys; Tyler, Connor and Cadan. When I’m away from work I enjoy spending time with my family, attending our boy’s functions, hiking, mountain biking, golf and traveling to new places.

Outside of the office I serve the community in volunteer roles, including:
• Community Services League (board member since 2020)
• Independence Chamber of Commerce (member since 2012)
• Independence Rotary Club (member since 2013)
• Fort Osage Education Foundation (board member from 2012 to 2020)

If you would like to establish a retirement goal, learn if you should rollover a 401k, develop a strategy to protect the assets you’ve worked hard to achieve or review your financial goals, please reach out to me. My senior branch office administrator, Donna Weichel, and I look forward to getting to know you and partnering with you to achieve your goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Mountain Biking
  • Community Outreach

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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