As someone that grew up in New Zealand, people often ask me why I moved to the United States. My answer is that I wanted to experience the “American Dream”. Now, in my role as an Edward Jones financial advisor, I devote my time to helping others in my community achieve their own version of that same dream, whether it’s enjoying a comfortable retirement, sending their kids to college or leaving a legacy to those they love.

I am proud to serve a diverse group of clients. Many of my clients are in professional roles and have been highly successful at what they do. I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth.

In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the optimal solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients. My team and I focus on delivering an ideal experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy and strive to simplify this critical part of life.

Outside of Edward Jones, I’m very much a family man and devote as much time as I can to my wife and twin daughters. I’m also an active member of our local church and enjoy sports, golf and smoking meat on the grill.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Reading
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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