In 1994, at the age of 24, while working for the Phoenix Suns NBA team, I received my first ever pay raise. Excited to share the information with my family, I called my uncle Don to share the news and his response was, "Put it in their 401(k)-retirement plan." My response of course was, "401 what?" That advice still resonates with me today and is what sparked my interest in planning for retirement and the importance of starting early!

That early start with investing has helped me serve clients effectively for the last 25 years. After a short career working on the business side of professional sports, I established my investment practice in Sierra Vista, AZ in 1998. During my tenure, I have successfully led a region of 70 branches and was a general partner from 2012-2022.

My team includes three extraordinary branch office administrators, Jessica Merkwan, Amanda Miller and Mary Lane. Jessica has over 15 years of experience working with clients of Edward Jones and is a limited partner. Amanda has over 20 years of financial services industry experience, with over five of those years with Edward Jones. Mary retired in the year 2000 to join us after 26 years of teaching. Our team uses an established process to discover what is most important to every client. It is our highest priority for our clients to feel listened to, informed, in control and secure with all aspects of their financial life. I thoroughly enjoy connecting with clients and helping them make sound financial decisions.

Outside of the office, I enjoy spending time with my wife, Gina, who coincidentally has been a financial advisor with Edward Jones for the last 15 years. We have two children. Jake recently graduated from Cal Poly with his industrial engineering degree and first career opportunity at W.L. Gore. Lauren is a third-year student attending The University of Colorado Boulder, studying communications and business. In my free time, I love traveling with my family, diving, boating, mountain biking, skiing and walking everywhere with Gina.

Focus areas

  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Active Lifestyle
  • Mountain Biking
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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