I have been a financial advisor with Edward Jones since 1999 and have over 25 years' experience in the financial services industry. In order to better serve my clients, I earned the Chartered Financial Consultant® (ChFC®) designation as well as the CFP® certification and the AAMS™ designation. I also hold a BA and MBA from the University of Denver.

I love the complex challenges and rewards of my job and relish the opportunity to make a meaningful impact on my clients’ lives. My branch team, Cindy Wells and Tori Simmons, and I are proud to serve and assist a variety of clients, including multi-generational families, pre- and post-retirees, and business owners, in developing highly customized strategies using an established process in order to accomplish their unique goals.

I help my clients identify and prioritize their goals while creating a picture of their current financial landscape, and then analyze their situation and identify opportunities and alternatives. Once implemented, I consistently monitor the strategies to address any needs or changes as I partner with the client for life. In addition, I regularly collaborate as needed with my clients’ attorneys, CPAs and other advisors, always keeping client information confidential.

I have held numerous regional and area leadership positions within Edward Jones. In addition, I have consistently qualified for the firm’s annual Financial Advisor Leaders Conference based upon distinguished leadership. Outside of the office, I serve the community as a member and four-term president of the Littleton Lions Club. I was awarded the Edward Kennedy Memorial Award in 2008 and am a Melvin Jones Fellow with Lions International. I enjoy spending time with my family, golfing, skiing, cooking and volunteering. I am married to my wife, Kellie, of 38 years and have three grown children, Aaron, Jordan and Amanda.