When I was in ninth grade, we had a stock picking competition in my economics class. I called my grandfather to get some some advice and I took third place in the contest... my interest in finance was born! Besides helping me in school, my grandparents set aside money for their grandkids to attend college. On their 50th wedding anniversary, they took the extended family on a Caribbean cruise! They were always generous to their church and family. Through their example, I experienced the benefits of guidance, planning and investing.

I graduated from North Central college in June 2001 and I began my career at Edward Jones one month later. Just as my grandparents positively impacted my life, I want to help your family build a secure future, make memories and live with purpose. I think everyone should look forward to the future and enjoy it with the people they love!

Our team wants to learn about what is important to you. We measure our success based on your progress toward your goals. Many of our clients are professional women, executives and retirees. We serve clients coast to coast. Typically, our clients are savers, goal-oriented, disciplined and charitably inclined. I prefer to handle complex situations and I enjoy collaborating with CPAs as well as attorneys. We believe in consistent, scheduled communication, reviewing the cost of doing business each year and explaining investments in plain English! Lastly, we focus on long-term care education to protect what you've built.

When I'm not helping clients, I love spending time with my wife, Cheri, and our two boys, Ethan and Charlie. I love running, biking, lifting weights, watching movies and traveling. I'm active in my church where I teach Sunday school and co-lead a small group. I've also gone on several mission trips to the Dominican Republic and I enjoy charity work.

If you are interested in learning more about how our team can help you, please call to schedule a meeting.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Charitable Giving
  • College Savings
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Running
  • Cycling
  • Movies & Entertainment
  • Traveling

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