I've always had a passion to work hard and to always do my best. I was raised in a small town in the Ozarks with a baseball mitt in one hand and a fishing pole in the other. Hard work paid off with both. Post high school, baseball took me to St. Louis, MO. I earned my bachelor's degree in finance from University of Missouri-St. Louis. During my time at UMSL, I was introduced to Edward Jones.

I went to work with Edward Jones at the beginning of 2008. (Perfect timing!) I worked in the firm's home office in the financial assessment service department, and assisted financial advisors and their clients all around the country in building financial strategies every day. This was a fantastic education. Best of all, I met my wife, Kristin, while in our home office. Since then, I have increased my knowledge base by earning my CFP® and AAMS® professional designations. In 2018, I was named a limited partner of Edward Jones.

In 2011, Kristin and I moved out west to Woodland, CA in pursuit of growing our family and striving to make Woodland the wealthiest town in the USA. We have been making progress on both goals. We have two full-of-life children, Holly and Grant, and we work hard every day in partnership with our clients to help them make progress toward their financial goals. Our clients and I have excellent support from my branch office administrator, Lea Burger. We have been helping our clients as a team since 2012. We use a personalized established process that is rooted in what is most important to our clients.

We sincerely appreciate the opportunity to serve our community and very much look forward to our future here.

Focus areas

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

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 - 05:00PM
Sat Closed
Sun Closed

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