I joined Edward Jones in 2007 after working at another large investment firm and owning several small businesses. With that knowledge and experience, I found that the personal business model of Edward Jones was a perfect fit for me. It has been the best decision of my professional life. Every day, I get to help my clients reach their financial goals.

In 2012, I became a limited partner of Edward Jones and currently hold the AAMS® designation. I have enjoyed numerous leadership roles, Ted Jones coaching and mentorship for fellow financial advisors.

A native of Alpena, MI. I came to Arizona in 1993 to attend the University of Arizona. Outside the office, I love spending time with my wife, Rachael, who is also an Edward Jones financial advisor. Together, we enjoy hiking, traveling, RVing and walking with our two dogs. In my free time, I enjoy driving and working on classic cars. I am a member of the Cadillac LaSalle Club and International Hudson Car Club.

My senior branch administrators, Marianne Udall and Robin DeLozier, have 17 years of combined experience and are dedicated to providing you with the highest level of service. Together, we will partner with you and your other trusted professionals, such as CPAs and attorneys, to deliver a comprehensive strategy that leverages everyone's expertise.

As a financial advisor with Edward Jones, I partner with my clients to understand what is most important to them. Having served many families and retirees in Southern Arizona, we understand the concerns and goals of our clients. Using an established process, and support from our office team, I meet with my clients regularly to ensure they stay on track to achieve their long-term financial goals. Although many of my clients are from Southern Arizona, I work with clients from around the United States, leveraging our technology to connect with them remotely. Our office is dedicated to always doing what is best for our clients and serving them with passion.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:00AM - 03:00PM
Tue 08:00AM - 03:00PM
Wed 08:00AM - 03:00PM
Thu 08:00AM - 03:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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