I've been a member of the Edward Jones family for over 39 years. My father started as a financial advisor with Edward Jones in 1981 when I was 6 months old. I became a client of his in 2003 with my first Roth IRA contribution and although I did not understand what I was doing at the time, I knew investing for my future was something that was important to me. After four years at the United States Naval Academy and six years in the Marine Corps as an infantry platoon commander, I became a financial advisor in 2010.

I know that my military training and combat deployments, along with the extensive training and research required by Edward Jones, have given me the tools necessary to take care of our clients. We typically work with people who have changed jobs, business executives, family trusts and people who have complex financial needs.

Before we work with a new client we have an initial meeting where we determine your comfort with risk, your financial goals and your current assets. Then we typically have a second appointment to discuss investment options, the annual review process and costs.

On a personal note, I love coaching my 9-year-old daughter's and my 7-year-old son's sports teams. I have coached little dribblers, a terrible but fun flag football team that went 0-6, t-ball, softball and now pitch baseball. It is a good stress reliever for me to get to spend time outside with my kids and my wife, Courtney, who also helps coach.

Investing can sometimes feel scary or uncomfortable, especially in times of market volatility. I feel like Debbie, my branch office administrator, and I have the experience, discipline and firm backing to help you achieve what's important to your future.

Feel free to schedule an appointment at no cost to determine if we are a good fit for your needs.