My parents have always taught me the value of working hard, helping people and being a good person. Throughout my life, I have seen the benefits of holding these values close to my heart and have taught my own kids their importance. These values build trusting and long-lasting relationships that I cherish.

I enjoyed a wonderful 17-year management career and what was most important to me was helping my employees and being the best that I could be for them. As my career continued, I became very engaged in the finance industry and enjoyed helping employees with their financial questions. It was at this point I knew that I wanted to help others in a different capacity. I decided that Edward Jones was the company and career path I wanted to follow.

At Edward Jones, we use a personal approach to really getting to know our clients and their future goals. By partnering together, we build tailored strategies to suit each individual need. Whether it is with retirement, educational savings or estate considerations, I want to help make a difference in the lives of the families in my community.

We love the community so much that my wife, Mary, and I bought her parents' house in Clear Lake. We have two children, Alana (11) and Miles (8), who both love their school and our small-town community. We have deep family ties in the surrounding communities and couldn't think of a better place to raise our kids.

I have volunteered as a coach each year in our kid's sports programs and enjoy seeing them grow and learn each year. I enjoy giving back to the community and continue to look for other opportunities to volunteer my time. I enjoy the outdoors specifically golfing, skiing, hunting and fishing. Our family loves to travel as often as we can.

Connect with me if you are:
- Retired or nearing retirement, and seeking a personalized retirement plan
- Looking to save for education for your children/grandchildren
- Changing your career and would like to explore financial options

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Traveling
  • Golfing
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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