Since the start of my career at Edward Jones, my focus has been learning what is most important to you. I am passionate about helping set goals then partnering with you, using an established process, to build personalized strategies to reach your goals.

I earned a Bachelor of Science degree from the University of Phoenix. To better serve clients and provide a better overall experience, I earned the Certified Financial Planner (CFP®)* professional designation. I also hold the AAMS® designation. My background and experience positions me well to serve clients in a multitude of areas including retirement, insurance, tax, investments and education planning.

Shelley Richards and Tori Osborn round out my team of nearly 25 years of combined experience serving clients. They are dedicated to providing each client with the highest level of service and the best client experience.

I am married to my wife, Kim, and we have two children. In our spare time, we enjoy the outdoors, traveling, fitness and spending time with friends and family. One of our favorite activities is biking.

If you would like to have a conversation to discuss your unique financial situation and goals, please contact my office.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

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 Closed
Sun Closed

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