I have a great passion for helping others to develop their vision for the future and then designing a strategy to help achieve that goal. Throughout a long military career and now as an Edward Jones financial advisor, I strive to perfect and fulfill that passion each day.

Before joining Edward Jones, I had the profound honor to serve in the United States Army as a senior military officer and to fly an advanced helicopter in many locations throughout our country and around the globe. My background includes my participation in planning complex operations as well as the management of very large budgets. During those many years, I learned that the ability to serve others with genuine trust and respect were key elements for a frontline leader, both in peace and wartime. I now draw upon those experiences to help my clients to make good financial choices.

After spending the last couple of decades moving from Army post to Army post, my wife, Laura, our children, and I are now very proud to call Post Falls and North Idaho home. Much like everywhere else we have lived, we enjoy immersing ourselves in the local community and assisting when and where we can. If you have recently moved to North Idaho or you are considering a transition here, please give me a call and I would be happy to help with local information.

Today, I enjoy partnering with clients in the work of developing their vision and planning for their financial future. My ideal clients are those that are focused on the long term and want to work thoughtfully toward financial goals that range from preparing for or living in retirement, saving for a child’s college education and estate considerations to saving on taxes for small business owners. I welcome the opportunity to learn about you and your financial vision and use Edward Jones' established process to personalize a financial strategy for you and your family.

It all starts with a conversation – let’s visit.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Aviation
  • Camping
  • Coaching Sports
  • Home Improvement
  • Spending Time with Family

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 - 05:00PM
Sat Closed
Sun Closed

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