There are so many decisions in life, and sometimes we just need a little guidance from people we can trust. As a branch team, Amber and I take heart in delivering a personalized approach with a commitment to understanding what's most important to you as a client. That only happens when quality service is effectively integrated with technology - a focus I have had since starting with Edward Jones back in 2003. My previous career as an engineer in magnetics and semiconductors instilled in me the importance of recognizing potential unseen risks and applying proactive processes to guide toward goals and stay on track.

My CFP® and AAMS® professional certifications are upheld through continuing education requirements that help in bringing current strategies to life. Whether you're planning for retirement, saving to educate yourself and/or those you love, or just trying to protect the financial future of the ones you care for the most, we can work together to develop the specific strategies needed to help you achieve your goals. We have monitoring capabilities to assist you in staying on track or determining if any adjustments need to be made. Through it all, we're dedicated to providing you top shelf client service.

In my personal life, I've been married to my wife since 1998, and we enjoy watching our children grow and play. I have a passion for coaching, which I apply through competitive youth soccer and professionally as a member of the regional leadership team at Edward Jones. I believe in supporting the local community by sponsorship through the schools and as a member of Rotary International.

We invite you to reach out for a complimentary and confidential review of your financials. I am happy to help you in "Making Sense of Investing".

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Soccer
  • Coaching Sports
  • Golfing
  • Fishing
  • Music

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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