When I got my first job in 5th grade helping Ms. Van Pelt take care of her many cats, I learned two things about myself. First, I loved to set financial goals, and second was how much satisfaction I got from achieving my goals. Little did I know then that I would be able to turn this into my career as an adult. Back then, it was saving for a new baseball glove or football cards. Today, it is helping our valued clients reach the goals that matter most to them.

The lessons I learned many years ago and have continued to learn have allowed me to serve clients effectively for the last 19 years. My team includes extraordinary branch office administrators, Erin Watson and Colene Mason. Erin and Colene have over 30 years of combined client service experience. Our team uses an established process to help make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. I enjoy building relationships with our clients and helping them make smart financial decisions.

Outside of the office, I enjoy spending time with my wife, Rebecca, and our two daughters, Natalie and Emery. I love running and CrossFit, as I use them as my justification to eat donuts. Then from time to time, I even try to sneak in a round of golf. I enjoy being involved in our community, especially when it comes to education. I am privileged to serve on the board of trustees for College View Academy and Midwest Foundation for Higher Education.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's visit.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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