At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long-term investment strategies.

After working in finance for almost 30 years, helping institutional clients reach their investment goals, I am now in the position and have the experience to help make a difference in the lives of individual investors in and around my community. To me, helping individuals achieve their goals is most important and fulfilling.

My objective is simple. I focus on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions. My process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys, and providing competent, comprehensive advice and guidance.

In the past, I managed a global team managing upwards of $25 billion of assets for clients, so I was very familiar with the investment process and creating robust client-focused investment portfolios. Now, I wish to serve individual investors and small business owners by helping them achieve their goals. After one of my first client meetings as a financial advisor, my client got up out of her seat and hugged me after I informed her that her and her husband were able to retire under their own terms. This type of personal impact and connection, assisting clients and neighbors working towards and reaching their retirement goals, is a feeling that I will never forget.

My senior branch office administrator, Ashley, has 21 years of dedicated experience in providing you with the highest level of service possible.

My wife, Amy, and I have been married 15 years and have three beautiful children. I enjoy spending time with family, golfing and traveling.

I am looking forward to continuing in helping people fulfill their retirement goals, visions and aspirations.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Golfing
  • News & Media
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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