Making a Difference....

In 1998, someone suggested I consider Edward Jones for a career opportunity. Taking that advice, for over 20 years, I have been fortunate to be able help hundreds of individuals and families accumulate, manage, protect and transfer wealth, making a difference in both their lives and mine.

To better serve my clients, I maintain the coveted and highly regarded CFP® designation and also maintain the AAMS® designation. I also hold an MBA degree from Grand Canyon University. With my staff, we provide a variety of solutions and services to assist our clients in realizing goals that are important to them.

Growing up in Kansas as one of ten children (one of nine boys), I learned the tenets of hard work and teamwork, two fundamentals that are incorporated into the way I serve clients today. Using an established process that is focused on client goals and needs, I partner with my clients to develop personalized strategies that are goal focused.

I started my career with Edward Jones in the greater Chicago area by establishing a new branch office in River Forest, IL in 1998. In 2011, I relocated to my current branch in Colorado Springs. In addition to serving clients around the country, I also have the pleasure of serving others within Edward Jones through my leadership roles within the region.

Today, I am married to my wife, Julie, who is also a financial advisor with Edward Jones. We enjoy traveling, taking care of two dogs and spending time with grandchildren. My free time is spent golfing, riding bike and other outdoor activities. I am the proud parent of two married adult children and six grandkids.

My passion and dedication to sports has provided many great memories, most notable being dratted by the New York Mets after a successful college baseball career where I earned All-American honors, played on a National Championship team and was named to an alma mater's Hall of Fame.

My Personal Interests

  • Golfing
  • Cycling
  • Music
  • Spending Time with Family
  • Tennis

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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