With over 20 years of experience as an Edward Jones financial advisor, I strive to provide to an ideal client experience by developing an honest, trusting relationship and proactively communicating on a regular basis to keep up with changes in client’s lives. We use an established process to understand what is important to you and your family and create a personalized strategy to achieve those goals and dreams. I am most effective working with clients that are engaged in the planning and investing process and are committed to the effort involved in having a mutually beneficial relationship. We work with your CPA, attorney and other professionals to help keep you on track. We care deeply about our clients and their families.

I began my career with Edward Jones in 1999, and established the first office in Ashburn, VA. Having worked through three of the of the most severe market downturns in history, my career has given me valuable experience and insight which allows me to better serve and assess risk for my clients. In 2003, we decided to move our family to Carbondale, CO to raise our children in a more rural, small town setting. I was fortunate enough to stay with Edward Jones and develop my business in God’s Country.

I have been an active member of the community since my arrival into Carbondale. I created the Carbondale Wild West Rodeo Association, which I was the president of, for many, many years. For this leadership, I was voted "Carbondale Man of the Year" award in 2008. I have also participated in leadership in the Carbondale Chamber of Commerce and was a member of the Carbondale Rotary Club for 16 years.

I have held numerous leadership roles within Edward Jones and currently serve as a business coach for our most seasoned financial advisors.

My family is important to me. Lisa and I have been married for 23 years, and we have three children that I am very proud of – Ryan, Katie and Grant. My current interests are traveling, hunting and golf.

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Hunting
  • Traveling

Office Information

Office Hours

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

Branch Team

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