As a financial advisor with Edward Jones, I believe it is important to understand your personal goals prior to investing your money to determine the most appropriate strategy for you and your family. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, or your business. I draw upon more than two decades of experience in the financial services and insurance industry to assist you in achieving these goals.

In addition to achieving both a bachelor's and master's degree in business management and finance, I am licensed in insurance sales and as a full-service financial advisor with both the Series 7 and 66 certifications. I also have earned the following certifications applicable to my profession: CERTIFIED FINANCIAL PLANNER™ (CFP®); Chartered Financial Consultant® (ChFC®); Chartered Life Underwriter® (CLU®); and Accredited Asset Management Specialist™ (AAMS™); all of which are in the insurance and financial services fields.

My professional involvement includes active participation as a member of several local community civic organizations in the Johnson County area and various local community development projects. I strive to promote both economic and geographic growth for our community, schools and children.

Originally from the Kansas City area, I enjoy attending local sporting events, culinary and cultural events. I spend most of my spare time with my lovely spouse, family, friends and my twin children (boy and girl).

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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