As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

I started my Edward Jones career in 2001 as a financial advisor in St. Louis, MO. I became a limited partner with Edward Jones in 2007. In 2015, I was named a regional leader, and today, I am responsible for 80 financial advisors. In addition, I was named a principal with the firm in 2018. I earned a bachelor’s degree in finance from the University of Missouri-Columbia and received the CFP® professional designation in 2009.

My spouse, Jenn, and I have three daughters: Julia, Caitlyn and Emma. My family and I have lived in Wilmington since 2008. We enjoy golfing and boating as a family.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Personal Fitness

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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