"Gratitude: the quality of being thankful; readiness to show appreciation for and to return kindness." I am so grateful for what I have been given, and I want to give back. As a financial advisor, stepdad, husband and head coach of a local high school mountain biking team, I get to do just that.

I strive each day to provide the most ideal client experience. There are three things I endeavor to provide my clients with throughout our time working together:
- A personalized strategy to accomplish their purpose.
- A clear explanation of the investments I recommend.
- Transparent explanation of costs.

Did you know that you can make an impact on what you are passionate about through investing? If you are interested in or curious to know more about sustainable investing or are passionate about a cause and aren't sure how to support it, please give us a call or stop by. One of my passions is helping you support yours.

Outside of Edward Jones, I am the head coach of the North State Composite High School Mountain Bike Team where I get to promote trail stewardship, volunteerism, community and the development of young men and women through cycling. I am also the co-lead of backpacking groups with my amazing wife, Jen. We have two boys, a cat and a puppy.

My clients are my extended family, so if you are looking for a more personal approach to investing, I encourage you to give us a call or stop by the branch – we look forward to seeing you.

I hold my Life Accident and Health Insurance Agent License, FINRA Series 7 and 66 registrations.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Socially Conscious Investing

My Personal Interests

  • Active Lifestyle
  • Mountain Biking
  • Backpacking
  • Coaching Sports
  • Volunteering

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

Branch Team

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