Prior to joining Edward Jones in 2009, I was a successful small business owner. I know the challenges that small business owners and successful professionals face, which gives me a unique perspective and valuable first-hand experience. After running a small business for a number of years, I found that my work lacked meaning. I joined Edward Jones so that I could help and serve people in a meaningful way.

My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to keep you on track over the long term.

After joining Edward Jones in 2009, I became a limited partner with the firm in 2014.

I am an active member of our community. I have coached Little League for 10 years, and I volunteer with a national high-school level competitive speech and debate league.

I am married to my wife, Mandy, and we have five children: Luke, Lydia, Charles, Caroline and Claire.

Our branch team works with a select number of new clients each year. This ensures that we have the capacity to invest the time in each family that they deserve. We look forward to the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy. Working together, we can develop a complete, tailored strategy to help you achieve your financial goals.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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