I use an established process to build strategies to help you achieve your goals. I serve multi-generational families (nationally) with advice and guidance designed to help you achieve what's most important to you. My focus is to help people become confident in the financial decisions they make. Our team strives to make sure our clients feel heard and understood, and we treat every person with respect as we learn about their unique story.

I grew up in the Chicagoland area and went to college at Cardinal Stritch College by Milwaukee. I graduated with a Bachelor of Science degree with a focus in business management.

In 2000, I joined Edward Jones as a financial advisor in Greenville, WI. In 2003, I relocated to Naples, FL, where I've built a highly successful practice. I became a limited partner of the firm in 2006 and have attended the Financial Advisor Leaders Conference for the last ten years.

Within the financial industry, I have earned the AAMS™ designation through the College for Financial Planning.

My branch office administrator, Paige Sabin, is highly personable and very capable of providing an outstanding client experience as we navigate our client families through our established process. Paige and her husband, Joel, who serves as a firefighter in North Naples, moved from Illinois in 2013 and have two young daughters, Savannah and Claire, whom they enjoy boating and traveling with.

My wife, Carie, and I reside in Naples and my two adult children live in southwest Florida. I am an active member of the Rotary Club of North Naples Sunset and The Forum Club of Naples. Outside of the office, I enjoy boating, traveling, golf and spending time with family.

If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call today to schedule your appointment!

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Volunteering
  • Traveling
  • Fishing
  • Golfing
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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