I have been with Edward Jones for over 13 years and have been in the financial industry for over 17. I work with a vast array of clients, but my focus is in the strategies needed for those who are within 10 years of retirement or retired. I assist clients with their tax strategies for distribution by working with their CPA to determine how we are going to distribute income each year based on how much you need, and what types of account we take the distributions from.

With the help of my team, I have developed and refined a process over the years to help ensure I truly understand what's important to my clients and to be able to spend time putting together a customized solution to help them reach their goals. Each client I work with is different and has different needs. It could be preparing for retirement, living during your retirement with taking right amount of income from your investments to achieve your goals while being conscious of where to take it from due to taxes on different types of accounts. It could be the question of "how do I protect my assets?", or even a customized strategy during life on how to pass money to next generation.

It's important to have a strategy, but even more important to stay diligent in reviewing your strategy as things change throughout your life, no matter what stage you are in. Our team takes pride in knowing you on an individual basis and truly being an integral part of your life and for you to have someone you can trust with questions you may have, and to take the "what if’s" out of your retirement equation.

I have a wife and three boys at home. Madden, who is 10, Jack, who is 8, and Caven, who is 5. Those boys and my wife are a passion of mine and I spend as much time with them as I can. I have heard so many times, “it goes so fast,” and that is so true, so I cherish any time we get as a family. I also love to golf, hunt, fish and do anything I can with one or all of my boys with me.