Since 2002, I have been working with families and business owners providing highly personalized services to understand what is most important to my clients and then developing investment strategies tailored specifically to their needs.

We believe in the importance of partnership at Edward Jones not only as a branch team, but also with our clients to provide the highest level of service. This team approach, we believe, is a unique and valuable part of the way we serve our clients. Providing comprehensive financial strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving. We will develop a comprehensive strategy together.

Raised in New Orleans, I attended Louisiana State University and graduated from The University of New Orleans with a Bachelor of Science in business management in 1990 and a master’s degree in business administration in 1994. My family and I relocated to the Kansas City metro area in 2005. My wife, Dawn, and I have been married since 1992 and are blessed with four incredible children: John Jr., Megan, Hannah and Daniel. I am highly active in Knights of Columbus and Holy Cross Church Parish.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Traveling
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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