At Edward Jones, we value personal relationships. We will work closely with you to understand your unique financial needs. Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities and what you are trying to achieve, your comfort level with risk and your choices for how you'd like to work together, we can develop a strategy based on a disciplined, established process to help you reach your goals.

I began my career as a financial advisor with Edward Jones in 2006. My office is located in Sun City, AZ. I have served the firm in numerous volunteer mentoring and leadership positions. I am currently serving as the culture of compliance leader for my region.

I am proud to have served my country as a member of the United States Air Force from 1998 to 2002 at Luke Air Force Base in Arizona. Originally from Chicago, I moved to Arizona in 1998. My wife, Melissa, and I enjoy travel, personal fitness and raising our two sons, Rhett and Byron.

I hold two master's degrees in business administration and human resources, both from Webster University in St. Louis, MO. I acquired the professional designation of Accredited Asset Management Specialist™ in 2005. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

We have an amazing team in our office, offering 5-Star service with over 50 years of combined experience. My business partners, Sr. Branch Office Administrator Marty Jallo and Sr. Branch Office Administrator Amber Boyd, work closely with you to deliver outstanding service that helps you reach and maintain your goals seamlessly. We manage our business by treating our clients as we would want to be treated: with exceptional service. Our home office support has thousands of people and advanced technology supporting our office that assist us in providing a comprehensive solution to your individual needs.

Focus areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

My Personal Interests

  • Outdoor Enthusiast
  • Personal Fitness
  • Volleyball
  • Swimming
  • Woodworking

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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