In 2004, I began as a financial advisor with Edward Jones, launching a practice serving clients in northern Minnesota. In 2009, I was given the opportunity to relocate to the Edward Jones headquarters in St. Louis, where I became responsible for the Financial Advisor Career Development Program, our firm's one-of-a-kind, residency-style financial advisor training program.

My love for serving clients and their families led me back to being a practitioner, and I am thrilled to have been serving individual investors and business owners in the greater St. Louis Area since 2015.

I am very fortunate to have Denise Moskaluk on my team as our branch office administrator; Denise provides the daily support that deeply serves our clients. Originally from New Jersey, Denise moved to St. Louis in 2017 to be closer to family. She brings a wealth of customer service experience, a servant's heart and contagious energy and laughter. She has a tender heart for widows, due to being widowed herself in 2011. All of Denise's children also work at Edward Jones, and she recently became a grandmother.

There is nothing more important to us than understanding your goals and what is important to you. We can then work together through our established process to build personalized strategies to help you achieve your goals. We partner with our clients and their families for the rest of their lives to help keep them on track toward these goals.

I earned my BA in elementary education at the College of St. Scholastica, and my MS in educational leadership from Minnesota State University. I serve on the board of Faith Haven House, as an Elder for Harvester Christian Church, and am a past chairman of a local Young Professionals and United Way.

Today, I reside in St. Charles with my wife, Kate, and our two children, Isaiah and Maggie. Together we enjoy Cardinals baseball, traveling as a family and serving at Harvester Christian Church.

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Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Woodworking
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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