As your Edward Jones financial advisor, I believe it's important to understand what your goal is before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings so that you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies.
I have been serving individual investors and businesses in the financial industry for 18 years. I help people climb to their goals and just as importantly, how to get it done safely. I received the Accredited Asset Management Specialist™ professional designation in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Originally from Des Moines, IA, my family and I have lived in the Northwest for nearly two decades since retiring from the United States Air Force in 2001. We have four boys and one girl, along with our rescue animals, Abby (dog) and Bob (cat). My wife and I were actively involved with the Idaho Foster Parent Program from 2007 – 2012, caring for over 21 infants.
I have served our firm as a recruiting/talent acquisition leader, field trainer and mentor for new advisors. Over the years, I have had the honor to serve on a variety of boards, including the Hayden Chamber of Commerce and the Senior Center of Hayden.
My branch office administrator, Sarah, has been with Edward Jones since 2008 and is dedicated to providing you with the highest level of service possible.
Our service is highly personalized. I would like to help provide the answers to your unique needs and goals. Please contact me to discuss your situation and options.
Office Address8475 Government Way #201
Hayden, ID 83835
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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