I began my Edward Jones career in 1993, opening the firm’s second branch in Independence, Missouri. I continue to serve this community today.

In 1997, I became a limited partner with the firm, and in 2004, I was named a regional leader. I was named a principal partner in 2007. During my time as regional leader, I lead 35 to 80 branch teams over a 12 year period.

I have complete four asset-sharing programs to help expand the firm’s presence in Missouri. I was also invited to three Managing Partner’s Conferences, an annual event that honors the top 350 of the firm’s more than 18,000 financial advisors, and many Financial Leaders Conferences, which recognizes outstanding leaders among financial advisors.

Originally from Marshall, Okla., I hold a bachelor’s degree in agriculture economics from Oklahoma State University.

I have been actively involved in the community and have served on numerous boards and have helped with dozens of community-service projects. Of special note, I am a past president of the Rotary Club of Independence, past president of the Oklahoma State University Alumni Association KC Chapter, served three terms on the Truman Heartland Community Foundation Board and two terms on the CenterPoint Hospital Board.

My Personal Interests

  • Sports Enthusiast
  • Traveling
  • Genealogy
  • Scuba Diving
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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