As an Edward Jones financial advisor, I believe it's important to invest time with you before you invest your money. I do this by working closely with you and your CPA, attorney and other professionals, so that I can determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you can have more options available when you retire.

I joined Edward Jones as a financial advisor in 2002, opening the firm's third branch office in Lebanon. I became a limited partner with Edward Jones in 2011.

In addition, I have received various professional designations including the AAMS™ designation in 2008, the ChFC® designation in July 2011 and the CLU® in April 2012.

My wife, Terry, and I have eight children in our blended family. We also have eleven grandchildren. My family and I attend the First Baptist Church in Lebanon, MO. We support many charitable organizations in the area. I am on the board of directors for Lane Change, a crisis intervention ministry, and am also active in other business and civic affairs in Lebanon.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans

Office Information

Mailing Address

P O Box 190 Lebanon, MO 65536

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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