My career with Edward Jones started in 2013 here on Grand Lake. My intent was to become more involved in the community where I lived and help make a difference in people's lives. I never imagined my impact would be so great in such a short time. It's truly a blessing that I get to help people the way I do. Many people come here to retire and increase their quality of life. I'm proud to play a role in the lives of those who choose to spend time here.

I was born and raised near Grand Lake and left home at 18 to seek a higher education. I earned a mechanical engineering degree along with a Master of Business Administration degree both from Oklahoma State University. After college, I returned to Grand Lake where I met my wife and now raise our three daughters. After 15 years in the engineering field, I was awarded a handful of patents for my work in developing new products. While the work was fun, I was not able to make a community impact and felt I needed to change course. Being math-minded as well as people-minded, I decided a career with Edward Jones would be a perfect fit. Edward Jones and my clients allow me to work and live in the same community where I can now give back and pay it forward.

Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, 401(k)s, annuities, mutual funds, life insurance as well as wealth management strategies. I can help you develop a strategy for working toward your retirement goals.

At Edward Jones, we’re focused on you. My branch office administrator, Dana McCallister, is dedicated to providing you with a high level of service. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

I would like to help answer your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.