After witnessing family members sandwiched between planning for the future while caring for aging parents, I developed a passion for helping clients prepare for key life events like retirement and aging with dignity. Through our process of regular, proactive contact, I partner with families to help them build, protect, enjoy, and transfer their wealth.

I've been with Edward Jones for over 16 years and am a limited partner. My passion for delivering comprehensive advice led me to achieve my CFP® designation in 2016. My branch team and I work best with successful families and small business owners, particularly those who are approaching retirement and want to create multi-generational wealth. Our established process includes engaging our client's entire professional team by leveraging specialists in our home office as well as your accountants and attorneys to develop personalized strategies.

On a personal note, my wife, Angie, and I met at Rockhurst University in Kansas City and moved back to the area where we grew up to start our family. Angie also works for Edward Jones in the home office and we have two sons, Jack and Max, who are fully engaged in school and sports. We live in St. Charles and all enjoy pets, sports, gardening and music.

Contact us to set up an initial meeting to learn more about our process or for a complimentary detailed second opinion on your current plan.