I have served as an Edward Jones financial advisor in Boise, Idaho since 2006. Edward Jones is a great fit for me because of the firm's focus on individual investors. It is important to me to serve my neighbors and my community.

As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well. Born in Ohio, I was raised in Ohio and Kansas before entering the U.S. Army. I was nominated to the United States Military Academy by Senator Robert Dole, Senator Nancy Kassebaum and Representative Larry Winn. I graduated 7th in my class with a degree in mathematics. Graduating in 1985, I selected Infantry as my specialty and served as a company grade officer in Fort Benning, GA; Fort Ord, CA; Camp Casey, South Korea; and Fort Sherman, Panama. I received a master's degree in applied mathematics from the University of Houston. I also hold the CFP® and ChFC® professional designations. Prior to Edward Jones, I worked in various manufacturing and operations positions for the Stryker Corportation, Alcon Laboratories and Pepsi Bottling Group.

I have been an active Kiwanis member for 14 years, serving as director, president and past president of the Gem State Kiwanis. I recently served a two-year term as lieutenant governor supervising all the Kiwanis Clubs in the eastern Treasure Valley. I enjoy volunteering with Kiwanis since our focus is on giving kids the opportunity to help their community.

In 2016, I was named the Idaho State chairman for the Grassroots Task Force. In this role, I provide timely updates to our elected officials to ensure they are well-informed on legislative and regulatory issues impacting our clients and the firm.

I enjoy outdoor activities all year long. I am particularly active in swimming, bicycling, hiking and snowboarding when the weather cooperates.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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