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

I attended Auburn University and graduated in 1991 with a business administration and management degree.

In 1993, I began my Edward Jones career as a financial advisor in Sylva, NC. From 1996-1998, 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 business has grown so large that I have invited three 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. This was my 11th year as a qualifier.

I received the AAMS® designation in 2003. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I am an active member of my community, serving as former president and founding member of the YouthZone Foundation and Endowment. I have been a top fundraiser for many charities in our valley and have also been a member of their Investment Policy Committees. 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, is joining my practice as a financial advisor.

Focus areas

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

My Personal Interests

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

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

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