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.

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
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

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More