At Edward Jones, our passion is serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated; a simple idea that still makes sense in today’s complex marketplace.

In 2003, I earned a bachelor’s degree in finance from Benedictine College. I began searching for a career that fit my passion. I eventually found my footing and started a career in the banking world in 2007. During my banking career, I earned my MBA in 2014 from Baker University, and served as a branch president, small business specialist and a commercial lender. I later realized that the banking world was quickly moving away from relationships and becoming more transactional. Wanting to build and sustain meaningful relationships with my clients, I joined Edward Jones in 2016 and never looked back.

I am actively involved in the community as a board member for the Belton Chamber of Commerce, Rotary Club, Belton Education Foundation and the Belton Community Foundation. During my time in these organizations, I have had the pleasure of working with many businesses and individuals in and around the Belton and Raymore community since 2009.

My wife, Danielle, and I have been married since 2006 and I am proud to say that she joined Edward Jones in 2022 as a financial advisor as well. I guess you could say that finances run in the family. Together, we have one son, Fred the 9th, and three daughters, Grace, Charlotte and Victoria, whom we are very proud of. My family and I have lived in Cass County since 2007 and currently reside at our family farm in Freeman, MO. As a family we love camping, fishing, attending or coaching all of our kid's sporting activities and church. In my spare time, I am a private pilot.

I am accompanied by my Senior Branch Office Administrator, Joi Hauser, who joined the team in 2017. Joi is an integral part of leading our clients towards achieving their financial goals. She has a passion for all of our clients and their individual stories and does an amazing job of making each of our clients feel at home. Together, we would love the opportunity to help you and your family. Please reach out to us via phone or email if you would like to set an appointment.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Aviation
  • Camping
  • Football
  • Outdoor Enthusiast
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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