What we don't understand often intimidates and even scares us. Planning for their financial future falls into that category for many. The good news is it doesn't have to!

As an Edward Jones financial advisor, I have earned the CERTIFIED FINANCIAL PLANNER™ certification and, earlier this year, the Certified Exit Planning Advisor® designation. That simply means that I will work to understand what's most important to you and then use an established process to customize a strategy that is right for you. From there, I will partner with you to help keep you and your financial goals on track.

So, whether you're a business owner looking for complex financial advice or a 60-year-old considering retirement, I can help.

Let me share with you how I developed my interest in helping people achieve their financial dreams.

My grandfather introduced me to investing when I was 12 years old. As a child of the Great Depression, he encouraged my brothers and me to work hard, save diligently and invest wisely. I can vividly recall scanning the pages of mutual funds and stocks in the Wall Street Journal with him at his dimly-lit kitchen table. Grandpa taught me the value of investing for the long term.

My dad has run his own construction business for the past 30-plus years. I worked for him through high school and college. This gave me an affinity for helping individuals and families who own businesses. Many factors go into business ownership, and I work with my clients to address their specific needs.

When I’m not at work, I enjoy many outdoor recreational activities with my beautiful wife and four children. In the fall, you may find me duck- and deer-hunting or volunteering with the Kicking Bear ministry. I am also an avid CrossFitter who believes in the benefits of physical health as well as financial health.

My branch office administrators, Tamie and Kari, work alongside me to make sure we're focused on what matters the most to you.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Hunting
  • Sailing
  • Vintage Cars

Office Information

Office Hours

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

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