I am on an amazing journey. I have always been about family and the community in which I live. There are times that I have to pinch myself and recognize the meaningful impact my actions can have in people’s lives. I have had many moments that have left me with great satisfaction and a sense of accomplishment since beginning my career in 2005 at Edward Jones. From client milestone events like birthdays, anniversaries and retirement celebrations to the birth of a child or grandchild; all have been an extension of what we do in our practice every day. One of the core values in my practice is service. We serve our families, clients and community we live in.

When you engage with our branch team, whether you live around the corner or in another state: you’ll find we have a highly refined and detailed process of how we provide personalized service. We focus on what is important to you; together, we develop goals around those priorities; we create processes and strategies to help keep you on track and measure results while you are achieving those goals.

Kim Schott, the branch office administrator, and I work as a cohesive unit and value the relationships that span multiple generations with the families and businesses we serve locally and throughout the country.

Our most successful outcomes result from clients who value our advice and are serious about implementing the strategies that we created for your investment, retirement and life goals.

I would also like to share with those of you who don’t already know us: a little about the team...

Kim, her husband, Ben, and daughter, Hannah, love their fur babies and Lake Tahoe. It is one of their favorite places.

For me, my wife, Laurie, daughter, Napua, and son, Kekoa, we have a joie de vivre: we keep present and try to enjoy every moment. One of our favorite places is Hawaii.

Whether you are beginning to plan your financial adventure or looking for a new guide, we would love to help in any way we can.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Art & Theater
  • Community Outreach
  • Music
  • Personal Fitness
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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