After receiving my degree in pharmacy from South Dakota State University, I went to work for Eli Lilly & Co. The five years I spent there were rewarding, but I had always enjoyed the business and financial courses I took while in school and decided it was time to join Edward Jones as a financial advisor. The year was 1984, and since 1988, I have called Woodland home. It has been a wonderful experience for my wife of 24 years, Lorie, and myself. We both love the Woodland Community and are very involved in many local activities and philanthropies. Lorie has been a member and served as president of the Woodland Hospital Auxiliary and has also been involved with the No One Dies Alone program at the same institution. I have been a member and past president of the Noon Rotary, and a board member and past chair of the Woodland Healthcare Foundation Board of Trustees. We have tried to give back to this wonderful community through donations of time and money.

Another area in which my wife and I are involved philanthropically is cancer research. Lorie lost both of her parents to this dreaded disease, and this has inspired us to endow a research chair at my alma mater with hopes of finding a cure.

In my practice, I am joined by three dedicated teammates, Becky Hanna, Kathy Bryant and Erin Morgan, who are all focused on providing personalized service for each of our client's unique needs. My passion is to help my clients organize, build, protect and optimally transfer their investable assets.

In my spare time, I golf, play the piano, read and enjoy the company of our wonderful granddaughter, Kayla.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More