I'm in my 15th year as a financial services professional, and have served as an Edward Jones financial advisor since 2016. Prior to joining Edward Jones, I worked at Ivy Investments for nine years as a Regional Vice President, and spent two years with Goldman Sachs Asset Management.

In order to better serve my clients, I believe it is important to pursue professional development programs. I have a CIMA designation from the Wharton School of Business at the University of Pennsylvania.

I have been married to my wife, Alicia, for 13 years. Alicia grew up here in Lee's Summit and we feel so much pride to be able to work and live in this growing community. We have three children and enjoy attending the kids' soccer, baseball, gymnastics and ninja warrior events. We like to stumble on unique, local restaurants and exploring for new trails to hike!

Active in the community, I sit on the Board for the Juvenile Diabetes Research Foundation (JDRF) here in Kansas City. I also serve as a member of the Lee's Summit Rotary International Club and am a member of the Lee's Summit Chamber of Commerce.

Through our branch's experience and leadership, we are passionate about working with individuals, families, business owners and institutions. No matter the market environment, we believe we are well positioned to help you address your wealth challenges and opportunities.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

My Personal Interests

  • Community Outreach
  • Traveling
  • Genealogy
  • Antiquing
  • Soccer

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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