I draw on 30 years of financial services industry experience in providing accumulation action plans for Generation X, retirement and saving strategies for small business owners, approaches to income planning and methods to help maximize social security benefits and Medicare education for baby boomers and legacy strategies for the Greatest Generation.

I know what it is like to put two kids through college, switch careers late in life and juggle current saving needs along with planning for my future retirement. I also recently lost a parent and I know the sadness and stress that caused our family. I would love to find more out about what is going on in your life and how I can use my partnership with Edward Jones and our established process to work together toward building your future and achieving your goals.

Throughout my life, helping others has been an integral part of who I am. I chose to transition my career to being an Edward Jones financial advisor because I believe I can make a difference in the lives of families in my community.

At Edward Jones, we offer investments, services and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help clients reach their long-term financial goals.

I enjoy boating with my family above almost anything else in life! My wife, Mara, and I spend time watching movies, cooking and taking the dog for a walk. We also drop in on our two sons who are attending college!

I hold a State Insurance License and am Series 7, 63 and 66 registered.

Focus areas

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

My Personal Interests

  • Cooking
  • Hiking
  • Jogging
  • Movies & Entertainment
  • Surfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Connect on Social

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More