Would it give you a sense of confidence knowing that the firm you will be working with has been around for 100 years? It did for me when I decided to join Edward Jones in April 2015 after I moved to Omaha, NE from Morgan Hill, CA.

My wife and I came here after our original "plan" was derailed when the company we both worked for had to close its doors at the end of 2014 after struggling for the past five years. Butler-Johnson was a business that my grandfather started nearly 50 years earlier and I was hoping to take it into the next 50-plus years! We were now both unemployed with two young children, so we made the journey to Omaha where my wife had spent her teenage years and called it home. We now have three wonderful children who spend their time hanging out with their friends from school and our neighborhood, while sporting activities, Cub Scouts and community involvement fill the evenings. When we are not doing any of this, we enjoy spending time with friends and traveling to see family and other parts of our beautiful country.

As you are reading this, have you ever had a game plan that did not go the way you expected? As the saying goes, "No good sailor was born from calm waters". We and many others have experienced rough waters and have come through the other side stronger and better prepared for the next time.

Well, as everybody knows, we are all a product of the experiences we have been through. We all have a different experience about how money makes us feel, and what it means to us. Regardless of your net worth, can you see where those barbs that life throws can derail any amount of money or good strategy if you do not take all angles into consideration? Over the years, the families I work with have told me that the one thing they appreciate the most, is me being their financial advisor. Using our established processes, we work to understand what is most important to them. We develop personalized strategies to help them achieve those goals/priorities, and we have the privilege to partner with them throughout their lives to help keep them on track.

If you have made it this far, and what I have shared has resonated with you, would you at least see the value in getting on a quick phone call?

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

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

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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