I became a financial advisor because I have a passion for helping people make the most of their lives by helping them with their personal finances. While money isn't the most important thing in life (I would put faith, health, family and friends all above it), wise money management can provide opportunities to more fully participate and enjoy each of the above.

My wife, Patti, and I grew up in the Pacific, Missouri area, and so when I joined Edward Jones in 1999, we knew that we wanted to move our family back home so I could build my practice here, in this community. We are very proud of our three sons, the wonderful young women in their lives and our terrific grandson.

My business partner, Tracie Edmond, (who also grew up in Pacific), has been providing excellent service to our clients for over 16 years. Tracie cares deeply about the families we serve and together, we strive to ensure that clients feel valued, understood and comfortable.

As a financial advisor, I believe that it's important to take the time to listen and understand what is most important to you before investing your money. We will discuss your priorities, goals and concerns, your current finances, as well as the benefits, risks and costs inherent in any investment. Based on your individual situation, we will use our established process to build personalized strategies tailor-made to help you reach your goals. And, we will partner with you throughout your life to help you stay on track and adapt as needed if your situation or goals ever change.

Please contact our office if you have any questions or feel that you need or would like to talk with me (by phone, virtually, or in person) about helping you to reach your long-term goals.

I look forward to meeting with you.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Hiking
  • Camping
  • Canoeing
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 12:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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