Being diligent with money is part of my DNA. My parents, Jerry and Cathy, say that I still have the first penny I ever earned because I have always prioritized financial protection in my life. They instilled a strong sense of financial responsibility in me and their approach toward stewardship encouraged me to offer that support to others. As a result, I volunteer regularly at my church to help many individuals working toward getting out of debt and on the path toward financial freedom.

The professional journey that led me to Edward Jones is non-linear but makes perfect sense in retrospect. I utilized my bachelor’s degree in finance and MBA for 16 years at University of Phoenix as a sales manager before making the career change to Edward Jones. That position showed me how to effectively work with all personalities and to always believe the best in everyone I encounter.

The day I became a financial advisor, I knew this was the culmination of every thread of my personal and professional life coming together in perfect balance. I am a teacher and a helper by nature. I know that financial strategies can be daunting and I relish the opportunity to make investment strategies more approachable. I am eager to use my talents to instill confidence with every client I encounter and work together to progress them to their ideal financial futures.

Outside of work, I enjoy spending my time with close friends and family. My wife, Stephanie, and I are both Arizona natives who love residing in Ahwatukee. We share a strong love of travel, a dedication to each other with our non-negotiable weekly date nights and a passion for discovering new cuisines. We love investing time with our outgoing and active 5-year-old daughter, Ava. My family loves any excuse to get outside and enjoy our Arizona weather.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Business Retirement Plans
  • New Investors
  • Wealth Strategies

My Personal Interests

  • Basketball
  • Football
  • Golfing
  • Spending Time with Family
  • Technology

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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