As your Edward Jones branch team, Heidi and I believe it’s important to invest our time to understand 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 savings so that you have more options when you retire, regardless of what you decide to do.
I started my career as a financial advisor with Edward Jones back in 2012, and since then I've had the opportunity to grow with the Gilbert Community. I am an ambassador for the Town of Gilbert Chamber of Commerce and a committee member for the Gilbert Veterans Day event.
My wife, Katie, and I were born and raised in Arizona and currently reside in Gilbert with our dog, Krypto. We enjoy each other's company while traveling, trying new foods and working on the never-ending list of home improvements. I also enjoy hunting and can be seen competing in shotgun tournaments.
My branch office administrator, Heidi Spicer, joined the firm in 2015 and is dedicated to providing you with the highest level of service. Outside of the office, Heidi enjoys spending time with her family and baking new things.
Together, Heidi and I are dedicated to providing you with highly personalized service to help you obtain your unique long-term financial goals.
My Personal Interests
- Spending Time with Family
- Home Improvement
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