Hello! I hope to provide you with the information you need to make an informed decision. When you work with me, you can expect personalized, timely service and a team that acts in your best interest.

I have worked in many industries, but the common thread throughout is service. I paid for my undergraduate studies and law school by working as a server. I was an attorney in Colorado for almost five years before I became a financial advisor in 2007. I joined Edward Jones in March of 2009 because I wanted to help people achieve their most important goals.

My passion is helping clients build their personal financial puzzle. I use an established process to build personalized strategies to help them reach their goals and partner with them throughout their lives to help keep them on track. My clients have complex needs, and I work with them, their CPA and their attorney to address each facet of their financial strategy. While based in Idaho Falls, I serve clients all over the nation.

In 2014, I became a limited partner with Edward Jones. In 2016, I earned the CFP® certification granted by the Certified Financial Planner Board of Standards, Inc. I am committed to continual personal and professional improvement.

My branch office administrators, Traci Excell and Savanah Alvarez, are dedicated to providing the highest level of professional and personalized service. Their warmth, compassion and combined skills help provide an exceptional client experience. Our team consistently wins awards for our client focus.

My wife (Lisa) and I have two daughters, a black Labrador Retriever, and a Bernese Mountain Dog. We love to travel, ski, camp, hike, cook and work puzzles together. We also enjoy volunteering and giving back to our community. I am a Rotarian and serve on several non-profit boards. Lisa is a cancer survivor, and in 2017, we trekked to the base camp of Mount Everest to honor those who have battled cancer. Our group raised over $100,000 to send radiation equipment to Nepal. We recently traveled to Tanzania for a humanitarian trip where we helped build a dormitory for a local school.

I would love to learn what is most important to you!
Please call (208) 524-5296 to see if we might be a good fit for you and your situation.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Camping
  • Cooking
  • Hiking
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri Closed
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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