In 2007, I became a financial advisor with Edward Jones. My goal is to make a difference in the lives of individuals and in my community. I take my role seriously and consider it an honor to work with families across three and four generations. With my years of experience in the financial industry, I bring a unique set of skills that allow me to advise my clients through any and all market cycles.

On a day-to-day basis, I work face to face with family systems, professionals, business owners and retirees to organize, build, protect and transfer their wealth. My first step with a client is to find out what is important to them. Then, I use an established process to build personalized strategies to achieve their goals. Lastly, I partner together with them throughout their life to make sure that we stay on track.

The services my team and I provide are: retirement income strategies; wealth accumulation strategies; and estate and legacy strategies.

My wife, Pam, and I have been married for 32 years. We have one adult child, Justin. We love to spend time traveling, flea market shopping and dining.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More