As an Edward Jones financial advisor, I use an established process to understand what's most important to you and your family. The foundation of my partnership with you is building personalized strategies based on your goals, while working with your CPA, attorney and other professionals to help keep you on track. Whether building your wealth, saving on taxes or planning for an adventurous retirement is your goal, my team is at your service.

I graduated from Auburn University in 1991 with a business management degree. In 2003, I earned my AAMS™ designation from the College for Financial Planning.

In 1993, I began my Edward Jones career as a financial advisor in Sylva, NC. From 1996 to 1998, I worked in St. Louis as part of the Edward Jones leadership team. In 1998, I moved to Glenwood Springs, CO, to continue my career helping individual investors and families achieve their financial and philanthropic goals. I became a limited partner with Edward Jones in 1997. My practice has grown so much that I have been able to invite four other financial advisors to join me in the Roaring Fork Valley to help better serve clients.

In 2021, I qualified for the Edward Jones annual Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors. It was my 11th year as a qualifier.

In 2022, my team and I were invited to attend Edward Jones' premier recognition conference, the Drucker Council, which recognizes the contributions and achievements of 75 of the most successful branch teams from the firm's more than 15,000.

I was also named to the 2022 Forbes Best-in-State Wealth Advisors ranking.*

Philanthropy is a passion of mine and I have been fortunate to chair capital campaigns for local charities. My wife and I are founding members of the YouthZone Endowment, a non-profit focused on struggling youth, promoting strong families and safe communities. I'm a current member of the Glenwood Springs Noon Rotary Club and was given the Major Donor Award in 2015.

My wife, Anne-Marie, and I have a daughter and three sons. My daughter, Savannah, joined my practice as a financial advisor in 2022 after graduating summa cum laude from the University of Denver.

*2022 Forbes Best-in-State Wealth Advisors for Colorado, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Tennis
  • Golfing
  • Vintage Cars

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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