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® and the AAMS® professional designations. 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 former 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 35 years and have three grown children, Aaron, Jordan and Amanda.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Baseball
  • Skiing
  • Scuba Diving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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