From inflation to bank failures to the Fed's rate hikes, what does it mean for you? How do those news headlines impact your life, your family and your dreams?

As an Edward Jones financial advisor with the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Exit Planning Advisor® designation, I can help you make sense of the markets and economy. More than that, I help you develop goals and then partner with you throughout your life to help keep you on track—no matter what the market does. It all begins with a conversation, though, to understand what's most important to you.

I especially enjoy working with clients in transition — be it from employment to retirement or from business owner to next venture. My experiences as a child and young adult have given me an affinity for helping people at these critical junctures in their lives.

My first foray into the financial world came when I was just 12 years old. My grandfather, who had grown up during the Great Depression, encouraged my brothers and me to work hard, save diligently and invest wisely. He would have us scan the stock and mutual fund pages of the Wall Street Journal with him at his kitchen table! Grandpa taught me the value of setting long-term goals.

When I’m not at work, I enjoy many outdoor recreational activities, like camping, sailing and fishing, with my beautiful wife and four children. On warm, sunny days, you may see us cruising in my grandfather's 1959 Rambler. I am also an avid CrossFitter who believes in the benefits of physical health as well as financial health.

My branch office administrators, Tamie Secor and Kari Winkler, work alongside me to make sure we're focused on what matters 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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