Thank you for taking time to learn about me and how I can help you.

I began investing at the age of 16, with the guidance of a financial advisor I knew I could dad. I became a financial advisor, in part, because I believe everyone deserves to work with someone they can trust.

After 33 years with Edward Jones (23 as a client), I am proud to be a limited partner of this Fortune 500* firm. I have the resources to serve a select group of families with a focus on delivering an ideal client experience.

By visiting, we can easily determine if we are well-suited to partner on your life's journey to and through retirement.

I am particularly well-suited to partner with investors who want the benefits of an established process and a portfolio designed with a focus on reducing risk (volatility), while working to achieve the growth needed to achieve their long-term retirement dream.

With an established process, ordinary people can achieve extraordinary results. However, without a process, even extraordinary people have difficulty achieving even ordinary results, consistently.

I will take time to understand what (and who) is important to you. Working closely with your CPA, attorney and other professionals, together we will partner throughout your life to help keep you on track.

I have earned the CRPC™ (Chartered Retirement Planning Counselor™) designation from The College for Financial Planning. Additionally, I hold the Series 7 General Securities registration, Series 66 Uniform Combined State Law Examination registration, and general life and health insurance licenses.

I am here to serve you, the serious, long-term investor. Let me show you why nearly 7 million investors have entrusted their family wealth to Edward Jones. Let me show you how we work to create an ideal client experience.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Football
  • Canoeing
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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