Money can mean different things to different people. For some, it may represent financial security and stability, while for others, it may signify freedom or the ability to pursue their passions. As a financial advisor, I understand that the answer to this question is highly personal and unique to everyone. My purpose is to help you align your personal meaning of money with your long-term goals and aspirations. Together, we can create a personalized strategy that not only helps you achieve financial success but also brings greater meaning and purpose to your life’s journey.

I am a CFP® professional. My approach is centered on building long-term relationships based on trust, transparency and a deep understanding of my client's needs. I believe in taking a holistic approach in this process, which means considering all aspects of my client's financial lives, from investments and retirement planning to estate considerations and level of comfort with risk. By understanding their full financial picture, I’m able to develop tailored strategies that help address their specific needs and goals.

Since joining Edward Jones in 1999, I’ve had the privilege of helping individuals through many challenging world events of the past quarter century. But more importantly, I’ve been honored to support them through their own personal life stages, from saving for their first home to planning for their retirement and everything in between. It’s been very rewarding to witness their growth and success over the years.

I’m incredibly fortunate to have my wife, Lorie, by my side supporting me throughout my entire career. We’re proud parents to four wonderful children – Drew, Olivia, Ruby and Owen – and we’re actively involved in serving our community together as a family. Austin has been our home for many years now, and we feel truly blessed to be a part of this vibrant and dynamic community.

When I’m not helping my client achieve their financial goals, you can find me pursuing my passions outside of work. I’m an avid reader and writer, and I enjoy staying active through distance running events. I’m always looking for opportunities to learn something new and expand my knowledge and skillset. Whether it's trying out a new hobby or exploring a new destination, I believe that continuous learning and personal growth are essential for both personal and professional success.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Golfing
  • Traveling
  • Reading
  • Community Outreach
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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