In 2006, I joined Edward Jones as a financial advisor and became a limited partner with the firm in 2014. My passion is helping clients reach their most important financial goals. I assist over 250 families plan for retirement, live comfortably in retirement and plan for the transfer of their wealth to the next generations.

I earned a B.A. in finance from Michigan State University. In December of 2018, I earned my CFP certification. I strive to continue to learn and grow to better serve the families we work with.

I sit on the board of St Paul's Senior Services and the Metro CDC. I feel it is important to give back to the community. I enjoy spending time with my family. My wife, Michelle, along with Forrest and Lily, our two children, enjoy the outdoors and traveling together as a family.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Hiking
  • History and Museums
  • Wine Collecting/Enthusiast
  • Volunteering
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

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