Hello, and thank you for visiting my site. I am a Caldwell County native and I have been with Edward Jones since 2009. My wife and I have two children and are proud to call Granite Falls home.

My job as a financial advisor is to help you manage your entire financial picture. I take great personal satisfaction in providing clients with accurate financial information so that they are in a position to make well-informed decisions. Often times, this is done while working closely with a family's CPA or attorney.

My branch office administrator, Lena Annas, is dedicated to providing you with the highest level of service possible.

Please feel free to contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Reading
  • Gardening

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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