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
WeekdayAvailability
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

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More