l began my Edward Jones career in 1999, opening Anthem’s first Edward Jones office.

My wife, Shera, and I have lived in Anthem since 2001. I have the privilege of being one of the original founders of the Rotary Club of Anthem, the Preferred Businesses of Anthem (PBA) and an original member of the Anthem Chamber of Commerce. I also serve on the board of a local HOA.

As well as being a financial advisor, I have enjoyed donating my time to Edward Jones as a mentor, a new financial advisor trainer, a coach and a Visiting Veteran at Edward Jones headquarters in St. Louis, MO. My interest in helping new and existing financial advisors within the firm is one of my primary pleasures.

After graduating from the University of Wisconsin with a BS in business administration, I returned to school to earn my MBA from Northwestern University. I then moved from the Chicago area and relocated to Phoenix to be near my parents as they were getting older. My interest in investing dates back to my first stock purchase at age 18 when I bought 10 shares of the company my father worked for, International Harvester Company. From that point on, my passion was the stock market.

My sr. branch office administrator, Jen Albrecht, has been with the firm since 2006 and dedicates her time to providing the highest level of service to our clients. She may be called upon with questions concerning your statements, dividends, withdrawals and your accounts in general.

At Edward Jones, we use an established process to help build personalized portfolios designed to reach your goals. Our office serves serious, long term investors who appreciate the convenience of a local branch where we sit and talk while asking, “What’s important to YOU?” We look forward to meeting with you at your convenience.

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