Through my nearly two decades of experience with Edward Jones in my role as financial advisor, I have helped clients achieve both personal and business goals. I have learned through years of service to my clients that understanding what is important to you, building personalized strategies through an established process and partnering together to help stay on track gives you the best chance at success.

As a cancer survivor, I am acutely aware of the role that life insurance and planning has on a family to navigate potential tragedy, and how to create continuity and security if unforeseen circumstances arise. As someone who experienced firsthand in my forties a life changing diagnosis, I often see this as an overlooked part of the planning process.

As a previous business owner prior to Edward Jones, I can appreciate the complex needs of today's business owners and the many different roles they play to maintain a successful business, in addition to the unique circumstances in helping owners navigate their own personal retirement strategy, legacy and wealth transfer.

Maggie, my wife of 30 years, and our three children currently reside in Wildwood, Missouri. Our interest include travel, charitable endeavors and the great outdoors. We have lived in the community since 1998 and consider Wildwood our home.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Cooking
  • Fishing
  • Golfing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 07:30AM - 06:00PM
Tue 07:30AM - 06:00PM
Wed 07:30AM - 06:00PM
Thu 07:30AM - 06:00PM
Fri 07:30AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends

Branch Team

Email Me

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