As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. As a Certified Financial Planner™ (CFP®)*, I look at your entire financial picture holistically, which includes planning for retirement, saving for college for children or grandchildren, debt elimination or just trying to protect the financial future for your family. We take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents, to get the most out of your financial picture.

Outside of the office, you will find me busy with my wife, Abagail, and four children: Dale (5), Quinn (3), Drew (2), and Cole (newborn). I also love to golf, however, that comes secondary to my family so I don't get as many tee times as I'd like! I also am involved with the Derby Chamber of Commerce and St. Mary's Knights of Columbus.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Special Needs Financial Considerations
  • Socially Conscious Investing

Office Information

Office Hours

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

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