I began working with Edward Jones in 1991, in Grand Junction, Colorado.

Over the past 28 years of working with individuals and small business owners, I have implemented a wide variety of strategies to increase their financial success.

With the support and resources of Edward Jones, I review and coordinate the variety of investments, insurance, debts and assets accumulated during our client's working career. Using a consistent process of identifying where they are now and where they want to be over the remainder of their lives, we help keep them focused on their goals.

The majority of my time is spent with individuals between the ages of 54 to 72, as a significant number of age and health "triggers" for decision-making fall within that time frame.

We also work with the children and parents of our clients in education funding and estate considerations. I enjoy working with tax and legal professionals to tie those critical aspects into our client's strategies.

Keeping all of this running smoothly is a shared responsibility of branch office administrator (BOA) Wendy Ritzdorf and senior BOA Terri Snyder. They are committed to provide you with the highest level of service possible.

I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving my AAMS® and ChFC® designations. I believe in maintaining those licenses and designations by continuing my financial education through a consistent coursework of rigor and current topics.

Outside of the office, JoAnne and I are active in outdoor pursuits and involved in our community.

I am an active member of the Grand Junction Lion's Club, the Western Colorado Estate Planning Council, Guys Giving Club and support Crime Stoppers of Mesa County, the Marillac Clinic and Food Bank of the Rockies.

My wife and I enjoy gardening, landscaping, fishing, hunting and camping. We love to travel, both domestically and internationally, and share those experiences with Will, our adult son.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Fishing
  • Volunteering
  • Gardening
  • Hunting
  • Traveling

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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