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
WeekdayAvailability
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

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