As an Edward Jones financial advisor, I believe that it is important to understand you and your goals, before you invest your money. Working closely with you, your CPA, your attorney and other professionals, I can help determine the personalized strategy that fits your risk comfort zone and is right for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
I grew up in the Madison area and earned a degree from the University of Wisconsin-Madison in finance. I joined Edward Jones in 2013 and relocated to our U.S. headquarters in St Louis. I moved back to the place I call home and have enjoyed working in Waunakee since 2014.
My wife, Lindsay, and I live in the Madison area with our dog, Baxter. We enjoy traveling, recreational sports and spending time with family and friends. I also enjoy being a part of the community and am involved in business and service organizations, including: Waunakee Chamber of Commerce, Waunakee Rotary and Waunakee Lions. I also coach the Waunakee boys golf team.
My branch office administrator, Nicole Smith, lives in Waunakee with her husband, Charlie, and their two children, Dylan and Emily. She studied hospitality and tourism and managed restaurants for 16 years prior to starting her career with Edward Jones in 2015. Nicole has advanced quickly and now mentors new administrators who are making the transition to a career at Edward Jones.
Together, Nicole and I work to deliver the highest level of personalized service. We strive to understand what is important to you and use an established process to help you stay on track to achieve your financial goals. We plan to use our process to build wonderful relationships and deeply serve our clients for the next 30 years.
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
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