From as far back as I can remember, I watched my parents work hard, save everything they could, and do without so that they could give my brother and I a better life than they had. After college, I began my career with Edward Jones in 2002. The thing I love the most about my role is that I am able to help people, just like my parents, as they try and create a better future for themselves or their loved ones.

I take my time to get to know my clients on a deep level before providing any recommendations. I not only focus on each individual and what they want to achieve, but also on their story and their past experiences that helped frame where they are.

The clients I serve best are looking for customized wealth strategies to help them navigate through major life changes such as retirement, funding education, marriage or divorce, planning an efficient estate transfer or receiving an inheritance.

Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.

My branch office administrator, Heather Schlichting, started with me in 2017. She is my true partner in this practice and excels at taking care of our clients' administrative needs.

I have degrees in finance and accounting. I have also earned the CERTIFIED FINANCIAL PLANNER™ certification and hold the Accredited Asset Management Specialist™ designation.

My wife, Michelle, and I have three growing kids and life is busy. I love spending time with family and friends. In my spare time, I enjoy doing home improvement projects and occasionally a little woodworking. I also enjoy coaching new advisors at Edward Jones and helping them get started, just like others did for me along the way.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • College Savings
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Woodworking
  • Gardening
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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