As an Edward Jones branch team, we believe it's important to invest our time in understanding what your goals are before you invest your money. Relationships are key, and in 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. Our clients are a mix of professionals, business owners, retirees and working people, and I possess the experience, training, education and desire to help each of them.

Our branch office administrators, Patty Heidenreich, Julie Navin and Agnes Dillenbeck, are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement or your account in general.

My spouse, Mary, and I have two children; Mary is a flight attendant for United Airlines. We have lived in Fontana for 26 years.

Currently, I serve on the Saint Benedict's Pastoral Council and I am a catechist/teacher with the Saint Benedict Parish Faith Formation Program. In the past, I served on the advisory boards for Catholic Central High School, Saint Francis de Sales Parish School and the Wisconsin Catholic Conference.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We look forward to helping you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Swimming
  • History and Museums
  • Camping
  • Sustainability

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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