Many people ask me what's so special about Edward Jones, and why have I have stayed here for nearly 20 years. I answer with a few simple points. We are a private company – most of our top management and general partners are people who started as financial advisors. They know what's important to clients, as they served them well for a long time. It's also noteworthy that we maintain a strong presence in areas of the country where individual investors cannot have access to financial advisors.

I grew up in Waukesha, Wisconsin, and had a wonderful childhood full of exploration and all of the change that comes with an ever-expanding metropolis. Shortly after college, I landed here.

My life has been defined by hard work, escaping my comfort zone and never fearing failure. Numbers, money, experimenting with theories and processes, and trying to better understand people always fascinated me.

Of course, life isn't all about letting your work define you, and I like to play as well. Few things excite me more than the beautiful sight of a finished piece of homemade furniture in my woodworking shop, the smell of the green grass on the first tee early in the morning or conquering a lengthy and well-written book.

Dawn is my office administrator. She does so much more than the title of administrator implies. She has been with me for nearly 18 years, and she strives for order and perfection. We make a great team.

I focus on three key areas in the practice:
1) Transparent explanation and understanding of costs and fees
2) Customizing solutions that are tied to specific goals
3) Having regular meetings and discussions to make sure our clients remain on track.

I focus on helping those are at or nearing retirement, as well as multi-generational families with advanced needs and business ownership.

Thank you for visiting my page. Should you wish to talk further, please email me or give Dawn a call to arrange a time for us to visit.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Personal Fitness
  • Woodworking
  • Traveling
  • Movies & Entertainment

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 - 03:00PM
Sat Closed
Sun Closed

Branch Team

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