Who We Serve
Our clients are business owners, executives and retirees with complex needs that are best served by our foundational process. We impact the lives of these committed, long-term investors by giving them confidence to achieve their most important goals.

How We Help
We'll work to understand what’s most important to you and then develop personalized strategies to achieve your goals. We partner with you to lead your team, including tax and legal professionals, to help you stay on track through all of life's changes.

Who We Are
We have worked with clients across the country for 15 years. I have also held several volunteer leadership positions with the firm and currently serve as a regional leader and general partner, supporting branches in Johnson County, KS.

I graduated from KSU with an industrial engineering degree in 2003. In 2011, I earned the AAMS™ designation and the CFP® designation in 2016. I became a limited partner with Edward Jones in 2015 and general partner in 2020. Currently, I am serving on the Personal Financial Planning program advisory board at KSU.

My wife, Breanne, and I live in Olathe with our children, Ryan, Darren, Logan and Raelyn. When we’re not at various school, extra-curricular or sports activities, we enjoy being outdoors or cheering on the Wildcats, Chiefs and Royals.

My branch office administrators, Jennifer Prince and Zoe Buckstead, are key partners in our practice and will often be your first contact. They are dedicated to providing you with the highest level of service possible and look forward to assisting you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Fishing
  • Outdoor Enthusiast
  • Coaching Sports

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

Branch Team

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