As an Edward Jones financial advisor, I pride myself on working with local families and business owners to help them achieve their long-term financial goals. By investing my time to understand what you’re working toward and providing sound investment strategies, I am able to assist you with many of your unique financial goals and needs, including retirement planning (IRA/401(k)), estate considerations, education savings, portfolio reviews and insurance needs.

In 2009, I began my career with Edward Jones in the firm's southwest headquarters in Tempe, AZ. For six years, I worked as a branch auditor and field supervision director within the firm's compliance division. In those roles, I partnered with financial advisors to ensure that the best interests of clients were taken care of. In 2015, my family and I decided to move to southeastern Wisconsin, which is where I grew up.

Prior to working at Edward Jones, I was with JPMorgan Chase Bank for four years. In addition to my previous industry experience, my academic background includes a Bachelor of Business Administration, with a business management major and economics minor, from the University of Wisconsin, Whitewater, and a Master of Business Administration from the University of Phoenix.

Outside of the office, I enjoy spending time with my family. My wife, Jess, and I have two boys and two dogs. Some of our favorite activities include being outdoors. We enjoy walks, sports and swimming. We also enjoy travel and adventure.

I am a member of the Optimist Club of Menomonee Falls and a graduate of the Menomonee Falls Chamber of Commerce Leadership Menomonee Falls program.

Included on our Edward Jones branch team is senior branch office administrator Audrey Makowski, who has been with the firm over 31 years. We are dedicated to providing you and the community highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.