In my previous career, I spent over 25 years in construction management, which often required me to be away from my family for extended periods of time. Like most people after the 2008 market crash, my retirement savings suffered and I saw the value in working with a financial advisor to help me manage my plan. I decided to make a career change and went back to school to get a degree in economics and finance so that I could help others in developing a retirement plan designed to help weather the storms, provide the retirement they worked so hard to achieve and reach the goals they set. I have been in the industry for five years and transitioned my business to Edward Jones because I believed the Edward Jones established process of investing in long term, quality investments was the best way to serve my clients.

My inspiration comes from understanding what is most important to a client, partnering with my clients, their CPAs, attorneys and other professionals to develop a strategy to help reach my clients goals, and then partnering with them throughout their lifetime to make sure we are on track to meet those goals. By using an established 5-step Process, I am able to provide my clients with a clear vision for the road ahead as we travel that road together.

My wife, Amy, and I have lived in Grant County all our lives and raised our two daughters together. My change of career has allowed me to spend more time with my family and to do the things we enjoy like golfing, traveling and just spending time together. The change has also allowed me to achieve great personal and professional satisfaction in being able to build lasting relationships with my clients and in helping them achieve their goals.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. I look forward to the opportunity to be of service to you.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans

Office Information

Office Hours

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

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