
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreGrowing up in small town Prescott, I enjoyed the community feeling of belonging to something bigger than just me. I always knew that no matter what I would do as a profession, it would be based around making a difference for families. When I joined Edward Jones in 2007, I knew that I found the right fit for me to be able to help others achieve more than they thought possible for their own lives. I became a limited partner with Edward Jones in 2015, was named a regional leader in 2016 and became a principal with the firm in 2019.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement including savings strategy so you have more options when you retire, and help you through the distribution or income portion throughout your retirement years. We help our clients build wealth, protect wealth and transfer their wealth.
Our team includes my branch office administrators who are dedicated to providing you with the highest level of service possible. We use an established five-step process to help clients feel understood, informed, in control and ultimately secure with all aspects of their financial life.
Outside of the office, I enjoy spending time with my wife and three kids. I support multiple non-profits in the community including The Boys and Girls Club, Big Brothers Big Sisters, PUSD, CASA, AYSO, Little League and YBL, and I regularly volunteer at my church. I was born and raised here in Prescott, I attended Prescott High School and graduated from UofA. You might see me around town playing golf, coaching my kids' sports teams, enjoying the outdoors, hiking/fishing and taking in the great northern AZ sun. I take great pride living in this amazing town and community!
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
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