Dessa Smith, my senior branch office administrator, and I are your local Edward Jones team. We invest our time in understanding what is important to you, and work closely with you, your CPA, attorney and other key partners to build personalized strategies to help meet all of your financial needs. We partner with you and your family throughout your life to keep you on track toward achieving your life's goals. Dessa and I take great pride in our highly personalized service.

I began my Edward Jones career as a financial advisor in Lafayette, CO. After falling in love with my wife and Valley County, I moved my business to McCall in 2010, where I proudly serve our friends and neighbors.

A 1999 graduate of the United States Military Academy at West Point, I have a bachelor's degree in economics with a minor in mechanical engineering. I served both in war and peace time in the U.S. Army and the Michigan Army National Guard. I continue to serve in the U.S. Army Reserves as a lieutenant colonel with the Inspector General Corps.

I believe philanthropy and community involvement are very important. I currently serve on the Board of Directors (BoD) with the St. Luke's McCall Hospital Taxing District; The Ponderosa Center; and the McCall Rotary Foundation. Previously, I served as the chairman for Project Welcome Home Troops, a national organization that helps to heal our veterans with post-traumatic stress.

Knowing our clients and their families is one of our highest priorities. We believe that the personal relationships we build with our clients are one of the best things we have to offer. All aspects of our business are aligned to help us better understand and meet your unique needs and goals. Stop by, call, or email us anytime. We look forward to getting to know you and serving you.

Please do not hesitate to call Dessa with any account related questions or to schedule time to discuss your personal situation with us today.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Active Lifestyle
  • Mountain Biking
  • Skiing
  • Hiking
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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