As an Edward Jones financial advisor since 2009, you can count on me to understand what is most important to you and to work my hardest to help you achieve your goals. I am also a limited partner in the firm. I have been an Edward Jones coach with our firm since 2018.

Whether you are a single professional, a business owner, a couple or a family, my commitment is to create a comprehensive financial strategy that helps you meet your goals. I will meet with you in person to understand what is most important to you. Through an established process, I build personalized strategies to help you achieve these goals and partner with you throughout your life to help keep you on track.

I hold high standards and have extensive financial training that benefits all my clients. Furthermore, I am a CFP® professional. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services.

I have two branch office administrators, Christy Sutton and Nancy Heldenbrand, who are dedicated to providing you with the highest level of service possible.

I enjoy spending time with my family, and I still love playing sports. I currently play soccer and golf but as I get older, I'm realizing golf might be the better sport for me.

My wife, Johanna, and I have three daughters, with our oldest graduating from Berthoud High and heading off to college next year. I love my community and am very involved in it. I have volunteered in Parks and Rec and in Power2Play as a coach in soccer and basketball since 2010. I also enjoy volunteering for Junior Achievement over the years.

I am also on the board for Berthoud Schools Funds and for the P.O.R.T. (park, open space, recreation and trails) committee. I proudly support so many organizations – Berthoud Athletic Boosters, Parks and Rec, Berthoud Bash, Berthoud Hall of Fame and so many more.

I look forward to partnering with you to help you create a strategy for your financial success.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Golfing
  • Soccer

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Branch Team

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