Thirteen years ago, I was blessed to have joined Edward Jones as a financial advisor. Now I get to help make a positive, meaningful and life long impact with our clients every day.

Providing comprehensive wealth strategies involves more than just investment guidance. We welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns including your tax mitigation, estate considerations, wealth protection strategies and charitable giving to tailor an investment strategy that is appropriate for your financial needs and desires, not based on generic guidelines.

In order to serve my clients better, I have earned these professional designations.
AAMS™: Accredited Asset Management Specialist™
CRPC™: Chartered Retirement Planning Counselor™
CKA®: Certified Kingdom Advisor®

When you work with us, you can expect timely service and a team who acts in your best interest and with a high level of dependability and integrity. Our approach focuses on a long-term strategy that is personalized for you, responsive to change and monitored often. My branch office administrators, Edna Mull, and Ashleigh Bailey provide exceptional service and care to our clients.

My wife, Becky, and I have four grown sons, two daughters-in-law and a grandson. Outside the office, I am a member and Elder of River Valley Community Church and am active in several Christian organizations. We also enjoy traveling and the outdoors.

My clients often come to me during times of uncertainty or transition, such as a job change, retirement or receiving an inheritance.

We look forward to visiting with you to review your options, develop a personalized strategy and partner with you for life.

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Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Hiking
  • Health & Nutrition

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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