As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors in creating and implementing strategies that work toward specific goals that we set together. Whether it's for planning for retirement, saving for college for children or grandchildren, starting a business or just trying to protect the financial future of the ones that we care the most for, I take time to identify each goal and develop the strategy to address it. I want to understand your "why." I also coordinate and work in tandem with other professionals who include CPAs and estate attorneys, as well as life insurance specialists to execute needed actions.
Our process begins during the initial visit. I ask several questions, listen carefully to the answers, and clarify them so that I understand your needs and subsequent goals. We then discuss your tolerance for risk and experience level to put in place the best strategies to meet your needs.
Having grown up around the financial services industry, I understand that our clients appreciate the time that I take to educate them on the strategies, costs and investments we will be using. This helps them feel more comfortable and in control when making decisions.
Our team includes senior branch office administrator, Susan Butler, who has eight years of experience in the financial services industry. She too is detail oriented, caring and focused on providing a great client experience.
I have been married to my wife, Abby, for four years. We have a wonderful family comprised of our two children, Amelia and Caroline; and our mini goldendoodle, Chloe.
My "free time" is spent making memories with my family and friends, volunteering for local charities or on a lake or golf course.
We look forward to the opportunity to partner with you and your family!
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- College Savings
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach