We are passionate about developing genuine relationships with our clients, built on understanding what is most important to them, throughout their lives. After comprehending their most important goals, we build tailored solutions to make sure they are able to achieve each objective. We confidently communicate goal-tracking through consistent reviews. We deliver exceptional client service in an honest, simple and timely manner. We strive for our clients to be so pleased that they communicate their satisfaction to others.

I'm in my 18th 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 16 years. She 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/coaching their sporting events and activities. We love to stumble on unique, local restaurants and exploring for new trails to hike!

Active in the community, I am currently the president of the Lee's Summit Rotary Club. I have been on the board for the Juvenile Diabetes Research Foundation (JDRF) here in Kansas City for the past four years and recently joined the board for Feed Lee's Summit. I do my best to live the motto, "Service above Self"!

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
WeekdayAvailability
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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