For over 18 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as insurance strategies, preparing for and living in retirement, saving for education or creating a regular flow of income.
I grew up in Mexico, Missouri, home of the very first Edward Jones branch office. I graduated from the University of Notre Dame in 1998 with a bachelor's degree in finance and then served our nation as an officer in the U.S. Army from 1998 to 2002. From there, I went back to Notre Dame to acquire a master's degree in finance in 2003. My career with Edward Jones began the very next day after graduation, and I earned the professional designations of CFP® in 2011 and ChFC® in 2014.
My wife, Stacy, and I reside in Redding, California with our daughter, Claire, and our three pups, Maisy, Buddy and Winnie. We both enjoy giving back to our community, cruising on Shasta Lake and barbecuing with friends and family.
My branch office administrators, Diane Donaldson and Debra Smith, have over 50 years of combined experience in financial services. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you to help keep you on track to reach your goals.
Please call us when we can be of service to you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Outdoor Enthusiast
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