I started in the financial services industry in 2005 and knew instantly that I wanted to build my career in it. My journey took me from operations to client/advisor support, then into sales and sales leadership and now, I work as a financial advisor with Edward Jones. I've always enjoyed being social and helping others with the knowledge and experience that I've attained. The last decade of my experience has been focused on helping financial advisors apply creative strategies to help address their clients' needs/concerns with the use of retirement products. I've helped simplify ideas and presented them in a style that is clear and compelling. I'm attentive, detail-oriented and enthusiastic in my interactions, whether that be with new clients or someone that we've been working with for a while.

Every problem has a solution and I enjoy working with people to find the most appropriate result for them. That could be anything from investing in a 529 Plan for a child, moving a 401(k) or cultivating complex strategies for high net-worth scenarios. My Branch Office Administrator, Julie Toma, and I want to be a valuable resource to you in helping you realize your financial goals and/or dreams. By listening and caring about you and your objectives, I plan to guide you along the path towards your vision of success.

I'm an alumnus of the University of Nebraska at Omaha and graduated with a Bachelor of Science degree in management/marketing. My wife, Kaleigh, is also a graduate of UNO and works in the financial industry as well. We have two energetic and active boys – Grayson and Barrett. We enjoy spending time as a family and love going to the zoo, playing and watching sports, hiking trails, going to parks or just relaxing at a lake.

We look forward to working with you! Please feel free to call us at the office or request an appointment with the link below.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • New Investors
  • Portfolio Reviews
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Technology
  • Traveling
  • Golfing

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 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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