I became an Edward Jones financial advisor because I enjoy educating people on their financial options in order to help them reach their goals. I was a high school teacher and coach for 14 years, and then transitioned to Edward Jones to continue my educational pursuits in a new and impactful way.
I enjoy building relationships and helping people live the lives they worked so hard for. Working in a retirement community, I meet people from all over the country and learn about their many paths to retirement. We work closely with folks as they experience life's celebrations and obstacles, and we aim to help them in any way possible.
Along with my branch office administrator, Cheryl, I help local residents and businesses with their financial needs. I focus on estate considerations and income strategies. I use a 5-step process to find out what is most important to our clients and help them to achieve their goals.
Cheryl is an Illinois native and has worked for Edward Jones for over 13 years. Cheryl helps our clients with many tasks, from accessing accounts online to making sure we have accurate information on beneficiaries and contact information. She and her husband, Ron, were high school sweethearts and have three children.
I am in my seventh year serving clients at Edward Jones. I earned my bachelor's from Northern Arizona University and my master's degree from San Diego State University.
My wife, Amy, and I have been married for 21 years and have two daughters. I'm a member of Kiwanis and enjoy golfing and traveling. As an Arizona native, I enjoy supporting our sports teams – go D-backs, Suns, Coyotes and Cardinals!
Our office is located in Sun City West, in the Bashas parking lot. Stop in to say hello and set up an appointment – we look forward to helping you reach your financial goals.
Connect with me on LinkedIn and Facebook.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- New Investors
- Portfolio Reviews
- Retirement Income Strategies
- Insurance & Annuities
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