I began my career as a financial advisor with Edward Jones in February 2005. I primarily work for a select group of successful pre-retirees, retirees and professionals, who among other things, aspire for a work-optional lifestyle. I've refined a process over the years that helps add clarity to this puzzle and creates income for them to accomplish their dreams. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family including retirement, insurance and estate planning.

I received my bachelor's degree from Whitman College in Washington State. I received the CFP® certification in June 2011. I was offered and accepted a limited partnership with Edward Jones in 2011, 2015 and 2019.

My wife, Daniela, and I have two children, Isabella and Ian. Most of our free time during the summer is spent on the soccer fields or volleyball competitions cheering on our children. In the winter, we enjoy our time skiing. I have been a member of the Johnson City chapter of Kiwanis Club since 2005 and served as president in 2012.

My senior branch office administrator, Rebekah Rockett, has been with Edward Jones since 2016 and is dedicated to providing you with the highest level of service possible.

Relationships are key, and in our view, meeting face to face builds strong, lasting relationships. We meet whenever it is convenient for you, our clients, because we recognize the challenging needs of your lives. We look forward to meeting you and helping you achieve your financial and retirement goals. We want to understand what's important to you, by using an established process with personalized strategies, partnering with you to keep on track for years to come!

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

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

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More