2020 marks my 30th year as a financial advisor with Edward Jones here in the Liverpool community where both myself and my wife, and our three boys, grew up. I am deeply grateful, and it has been an honor to have helped many clients achieve not only their financial goals, but their personal goals throughout the years. I have built my practice on a strong foundation of experience, compassion and dedication to my clients.

Every strategy I offer and every solution I recommend is carefully tailored on what is most important to you and your family. My ideal clients are those that are purposeful and thoughtful about working toward long-term goals that range from preparing for or living in retirement, to sending a child to college, to outlining estate considerations. No two scenarios are the same, nor are the approaches to mapping out the strategies for achieving those goals.

I have two fabulous Branch Office Administrators, Shelli Carlisle and Marielle Martin. Together, we are passionate about providing you with the highest level of client-focused service. As your Edward Jones branch team, we believe it's paramount to invest time with you to understand what's important to you and your loved ones. We use an established process to help you build personalized strategies to achieve your long-term goals.

Relationships are key and we will partner together throughout your life to help keep you on track. Your time is valuable, and we welcome the opportunity to provide you with our highly personalized services.