I have been an Edward Jones financial advisor for over 12 years and have earned the CFP® certification and AAMS™ professional designation.

I have a passion for helping others. I not only help clients achieve their goals, but have also held numerous leadership and coaching roles within Edward Jones and my local community. These opportunities have helped me understand and meet the unique needs of my clients.

I am proud to serve a diverse group of clients. Many of my clients are business owners, and all have been highly successful at what they do. I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth.

In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the optimal solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients.

In my spare time, I am active in Make-A-Wish Foundation and other groups within our community. My wife, Christie, and I have four children: Brigid, Jacob, Caroline and Andrew, and a spoiled chocolate lab named Lulu.

Focus areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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