We work with the serious long-term investor and families who value personal service, relationships and a goal-oriented approach. I am passionate about helping you explore new possibilities when faced with times of transition, such as a career change, retirement, divorce or receiving an inheritance. Complex tax and estate situations often arise with our clients, and we enjoy being valuable members of their professional team, working in partnership with their attorney, CPA and other professionals.

I have a strong work ethic and a passion for helping you achieve your definition of financial success. Our team strives to provide our select group of families with a concierge-level of service, partnering with them along their financial journey.

In 2022, I became a limited partner. I also attended the 2021 and 2022 Edward Jones Managing Partner's Conference, recognizing 400 of the firm's most successful branches.

Prior to my career at Edward Jones, I was in a management development program at a local Fortune 1000 company. After receiving my MBA from Washington University in St. Louis, I decided to make a career change into financial advising in 2016, merging my love of entrepreneurship, finance and helping others.

Outside of work, I spend my time with family – my wife of 10 years, Heidi, and our three children.

My branch office administrators, Lauren Lang and Linda Paul, have over 20 years of combined client service experience and are an integral part of my team.

Please contact us by calling our branch to discuss your situation and options.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Home Improvement
  • Cooking
  • Social Responsibility

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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Branch Team

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