In my family, we have a motto we try to live by: “Work hard, listen to others and be kind to those around you.” We say this to each other most mornings before leaving the house.

This motto fits in perfectly with my passion of being a financial advisor with Edward Jones - listening to my clients to understand where they would like to be, working hard to provide prudent advice along the way and forming lasting relationships that I truly value.

I enjoy working with people who are committed to taking control of their future, are open to advice and want a partner to help them throughout their lives. This could include planning for retirement, retirement income, business owners/entrepreneurs, paying for education, life insurance and estate considerations. Fortunately, I don’t do this alone. Kristen Jackson, my branch office administrator, and I aspire to provide an ideal client experience. We treasure being included in the lives of our clients.

On a personal note, my wife, Heather, our daughter and I truly enjoy what Western Colorado provides to us. We love to ski, hunt, hike, camp and bike through the beauty we have all around us. We love dogs and currently have a Goldendoodle named Luna. I am an active member and president of the Grand Junction Kiwanis Club. I serve as a board member for Mesa County Partners and have also been a mentor through the program for the past 13 years. Heather and I are also both very active in our church.

The first step is a conversation and I welcome the opportunity to learn more about you and what you find to be most important. Give us a call and let’s get started.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Coaching Sports
  • Sports Enthusiast
  • Traveling
  • Pets

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
Email Me

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