In 2000, I joined Edward Jones as a financial advisor. In 2010, I became a limited partner in the firm. I have served the firm over the years by volunteering my time as regional technology advisor, client solutions leader, performance leader and recruiting leader, and helped mentor and train new financial advisors. I currently have responsibilities over experienced advisor recruiting over parts of Missouri, Kansas and Illinois.
A native of Fulton, MO, I graduated from Westminster College with a degree in management information systems. During my time at Westminster, I gained variable experience serving on the board of Blue Blazers, which managed a portion of the school's endowment funds. I also worked as an intern at Edward Jones. In 2006, I received my AAMS® designation.
During my time in Pleasant Hill, I have given back to the community by serving the chamber of commerce as both president and vice president. I have also taught classes over the past 15 years through the Pleasant Hill School's Community Education Program.
My experienced branch team, Jennifer Adams and Kenzie Prewitt, bring over 20 years of experience and are dedicated to providing you with the highest level of service possible.
In 2021, my wife, Leah, and I celebrated our 19th wedding anniversary. We currently live in Pleasant Hill with our daughter, Lillie Jane.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- College Savings
My Personal Interests
- Sports Enthusiast