Growing up, my dad, because of his job, could not attend any of my sporting or school events. I knew that I needed to find a career with a firm that not only allowed me to take care of my clients but would also afford me the flexibility to attend my own sons' sports and school events. I found the things I was looking for as a financial advisor with Edward Jones and have been serving clients since 2000.

Seeing our clients reach their financial goals and knowing that I helped them to get there is the best reward of all. When a client tells me that they are living their dream retirement and could not have done it without my help... That's what makes this career so special.

Our clients can expect a personalized experience, where our team prioritizes their long-term strategies and goals. We help our clients stay calm and focused on their future, not on the ups and downs of the daily market. My clients know I am a person who will listen to them, take their goals to heart and put them on a path to achieve them.

My partners in client service are Branch Office Administrators Delayne and Casey. Delayne has been with me for over 18 years and Casey, although still pretty new to the firm, has done a great job jumping right in to learn and help our clients. They both share a passion for helping our clients.

In my 20 years with Edward Jones, I have earned my CFP® and AAMS® professional designations. I have been married to my wife, Danene, for 30 years. Danene owns her own chiropractic practice which keeps her very busy. We have two sons, Dalton and Duncan, who are both currently attending Baylor University in Waco, TX. As a family, we love boating, wake surfing and biking - anything outdoors really.

I am a member of Rotary and the Lake Meridian Community Association. The focus of our Rotary group is on kids, locally and internationally. The community association spearheads the 4th of July fireworks show each year for the City of Kent.

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Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Outdoor Enthusiast
  • Personal Fitness
  • Sports Enthusiast
  • Surfing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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