Financial markets challenge us all. Tax laws change, the economy goes through cycles and global events affect our investment outlook. Given these complexities, I enjoy partnering with individuals and families who appreciate a personal relationship with a financial advisor who can help them navigate these challenges. My first priority is to understand what you value, then work together with you to provide a tailored financial strategy with solutions to help you achieve your goals. I welcome the opportunity to work in close connection with you and your tax and legal professionals to deliver financial guidance built around you.

I have been with Edward Jones since 2015. Prior to joining Edward Jones, I was an executive with Hallmark Cards specializing in management and engineering economics. As a financial advisor, I am dedicated to helping individuals and their families develop strategies to achieve their goals and pass their wealth to those they care most deeply about.

Originally from Ottawa, Kansas, I graduated with a B.S. (Industrial Engineering) from Kansas State University, as well as, a M.S. (Engineering Management) from the University of Kansas. I hold Series 7 & Series 66 licenses, including life and health insurance.

I am passionate about my community and service to others. Currently, I serve on the board of Children and Family Resource Center, Blue Ridge Literacy Council, BSA Daniel Boone Council, and the Hendersonville Rotary Club.

I enjoy staying active by playing tennis and sailing. My wife, Deborah, and I enjoy hiking, biking, traveling and photography. We love spending time with our three grown daughters, four grandchildren and our cockapoo, Bella.

My team includes branch office administrator, Jessica Cox, as well as a deep bench of professional associates. We are supported by thousands of resources and advanced technology to ensure you receive the most current and comprehensive guidance.

Please feel welcome to contact us any time.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Wealth Strategies

My Personal Interests

  • Volunteering
  • Photography
  • Traveling
  • Tennis
  • Sailing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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