As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you’re comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.

I personally like to take my time to get to know my clients on a deep level before providing any recommendations. From the very start and without exception, it is always about each individual and what they want to achieve and the goals they have. I meet them where they are and on their own terms – all while keeping them focused on what is most important to them.

I unite with my clients in a way that is approachable and open for them to ask questions and learn. I focus on explaining the investment world in terms you can understand. There are three things that I want my clients to walk away knowing: why I am suggesting a specific investment/strategy, what to expect from it and how much it is going to cost.

All clients in my practice have a financial strategy fit to their unique situation and that strategy is monitored regularly. I have an approach with an emphasis on quality and a clear process to help ensure each client feels understood, in control and secure with all aspects of their financial decisions they make.

My Branch Office Administrator, Lakeisha Malave, and I strive each day to provide the best client experience we can. We are so fortunate to be able to serve in the Green Bay community and are eager to help more people.

On a more personal note, I enjoy spending my free time with my family and friends. I have been blessed with a beautiful wife whom I have been happily married to for the past 22 years. Together, we have two amazing children, Madison and Jack. In the summers, you can catch me on the golf course catching a sunburn with a smile. I enjoy traveling, trying out local supper clubs and have a weakness for M&Ms!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • New Investors

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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