I have been a financial advisor since 2008 and have loved helping my clients over the past 14 years. I have earned the certification of CFP®.

I have a passion to help others and serve a wide range of clients. Many of my clients are nearing or enjoying their retirement. For these clients, the creation of an income plan that meets their needs now and into the future may be a top priority and I have experience in this area. Other clients are business owners, highly successful professionals and physicians with complex needs. I focus on helping my clients create and maintain long-term financial strategies to give them the opportunity to focus on what is truly important to them. My team and I tailor each client relationship to their needs. These goals can be creating and building wealth, charitable or family giving, protecting their assets or ultimately transferring wealth to who or what clients care most deeply about.

In order to provide this deep and comprehensive level of financial service, I will collaborate with your most trusted professionals such as your accountant, attorney or other partners in order to help create the most optimized solution. I use an established process to determine client goals, then partner to address risks to achieving objectives and opportunities to increase success. My office team and I work to deliver an ideal and personalized client experience by continually monitoring client's situations on an ongoing basis and informing clients of changes when needed. I understand clients are often busy and strive to simplify and streamline this vitally important area of life.

Outside of Edward Jones, I'm married to my wife, Diana, who is a registered nurse and have two children, Lilliana (7) and Jack (5). Most weekends are filled with kids' activities, exploring a nature trail, fishing or the swimming pool.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Employee Stock Options

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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