I've always worked in the financial industry. While attending ASU, I worked for Western Savings. After getting married in 1988, I worked at The Equitable Insurance Co. Before beginning my career with Edward Jones Investments in 1995, I worked for Bank of America Investment Services in Northern Arizona.

One of the greatest benefits of working for Edward Jones has been the flexibility it has afforded me. As a father of four, spending time with my wife and children is a top priority. Edward Jones has allowed me to do just that. I have coached Little League teams, attended swim meets and watched afternoon ballet recitals. That is priceless.

What inspires me is the satisfaction of helping my clients realize their dreams, whether that means a comfortable retirement, saving for a child's education or something else. Seeing their dream become reality drives me to do my best. Many clients have thanked me, because had it not been for the relationship between us and the shared understanding of needs and goals, they wouldn't have been able to retire. That's what it's all about. It's a good feeling to know I've done my job.

Community involvement is very important to me and I enjoy doing work in organizations whose missions I believe in. I've served as board President for The Boys and Girls Club and Verde Valley Medical Center. Today, I sit on the board of The Verde Valley Caregivers (VVCG) whose mission is to allow an elderly person to remain in his own home as long as possible. There is a great need for elder assistance. Many don't have family nearby. VVCG helps by providing transportation, supplying Life Alerts and just being a friend.

The client I best serve is one who is willing to partner with me to achieve their goals. It's the person who wants a strategy, works through it, and perceives the value-added service we provide. I listen closely for what is important and make sure the goals are realistic and attainable. It's a privilege I take seriously.

Focus areas

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

My Personal Interests

  • Tennis
  • Woodworking
  • Spending Time with Family
  • Cooking
  • Traveling

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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