As an established financial advisor with more than 17 years of industry experience, I value personal relationships based on a deep understanding of your situation and financial goals. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your goals.

In doing so, we develop long-term relationships and seek to become your personal financial advisor for life. We help our clients by first organizing their wealth, then building their wealth, protecting their wealth and ultimately transferring their wealth. We also work to create strategic partnerships with your accountant, attorney and other professionals as appropriate to keep your best interest top of mind.

Raised in Nebraska, I earned my degree from the University of Nebraska in Lincoln. In 2008, I opened my first Edward Jones office and became a limited partner in 2015. Today, we serve clients throughout the Midwest and as far away as both coasts.

My wife, Jenny, and I have two daughters, Addison and Olivia, and enjoy supporting our community and families in Kansas City. Together, we serve on leadership and marriage ministry at Platte Woods United Methodist Church and help support various other charitable organizations in our area.

Our team has a long track record of delivering highly personalized service to our clients. Marilynn Sterrett has over 20 years of experience along with Pam Wessling who has four years of experience with Edward Jones and 34 years in financial services.

We have built our business by serving our clients as we would want to be served, a simple idea that still makes sense in today's complex marketplace.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Music
  • Traveling
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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