My focus is serving veterans, healthcare professionals and small business owners confronting financial uncertainty to live lives on their terms with actionable and trustworthy financial strategies.

A Marine Veteran with over 12 years in the financial services industry. I have been with Edward Jones since 2017 and earned an MBA from the University of Illinois, Urbana-Champaign. I hold the Chartered Retirement Planning Counselor™ designation and I am currently working toward earning further certifications – all part of my quest to deeply serve investors, business owners and their families. Additionally, I owned a small business prior to joining Edward Jones.

My wife, Julie, and I are active at our local church, and I also have the pleasure to serve on the board for the Midwest Shelter for Homeless Veterans and as State Director for the Veteran Golfers Association. Having parents who instilled the value of work, I got my first job at age 14 at a local A&W Restaurant, which was nowhere near as fun as it sounds – but I have never forgotten how much time, dedication, and discipline a small business requires. And I still drink way too many root-beer floats.

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • New Investors
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Traveling
  • Personal Fitness
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 09:30AM - 05:30PM
Wed 09:30AM - 05:30PM
Thu 09:30AM - 05:30PM
Fri 09:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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