Our mission is to provide exceptional service while helping to simplify your financial life. Our partnership starts with understanding what's important to you so I can build a successful financial strategy to help you reach your goals then work with you throughout your life to help you stay on track.

We're passionate about serving established professionals who value a personal relationship and are serious about saving for their goals, whether that includes retirement, education or leaving a legacy for their family. It is incredibly rewarding to work with multiple generations of a family, seeing goals realized and new ones set.

My own family and community are a large part of why I love what I do. My wife, Elizabeth, and I are proud parents of two amazing children, Gigi and Layton. Originally from Overland Park, we've lived in Lenexa since 2005 and I've been active in the Lenexa Rotary and Chamber of Commerce.

A financial advisor for 25+ years, I also earned the AAMS® designation.
This training course examines various investment strategies that are crucial for making decisions in the asset-management process. The course includes the study of investments and insurance, as well as tax, retirement and estate considerations. Before completing the course, I was required to pass a rigorous examination and sign a code of ethics and disclosure form attesting to my professional conduct

In 1999, I came to work for Edward Jones with the first branch in Lenexa. I became a limited partner in 2003. In 2022, I qualified to attend Edward Jones’ annual Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors. This is my seventh year as a qualifier.

Senior Branch Office Administrator Laura Karnes is an invaluable partner in the office. She is also a limited partner and is dedicated to providing the highest level of service possible. Branch Office Administrator Alaina Jeffrey has recently joined our team to help us provide you with an ideal client experience. Don't hesitate to contact them with questions about tax forms, statements, stock certificates, digital services or your account in general.

We're dedicated to providing highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We look forward to working with you today and for many years to come.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Pets
  • Golfing
  • Tennis
  • Traveling

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

Additional Hours

  • Web Conferencing

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Branch Team

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