I walked out of college and started what became a very satisfying and successful convention trade show business. It is where I met my wife of 30 years. Later in life, we had twins, and traveling four to five days a week throughout the year needed to change.

I sold that business and my Edward Jones Financial advisor recruited me to a new career. This is where I can truly serve my clients on their most important needs and their financial goals. I have developed an established process that allows me to truly customize strategies for each individual client, as no two clients are exactly alike.

I believe in educating clients on what they own, why they own it and how much it costs. Over time, I have seen clients become more at ease when the inevitable market fluctuations occur, and they have a better understanding of it.

I enjoy helping clients build wealth, create income streams and eventually leave a legacy. My practice has been highly fulfilling and has created life long and deeply personal relationships.

I enjoy traveling, scuba diving and flying. I enjoy being involved in my community and am happy to serve in my local Rotary club and on the boards of the local Education Foundation and Chamber of Commerce.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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