I studied animal science/pre-veterinary medicine at Southern Illinois University, and have worked in various aspects of the financial industry since 1987. Having previously owned a tax and investment firm, and being an employee myself, I am aware of the financial challenges that business owners and their employees face.

My ideal client is one who has multiple financial issues that need to be addressed in a coordinated manner. When we start, I will ask you one basic question: "Are you committed to being an active participant in your financial strategy?' If the answer is "yes", I would be happy to work with you. If it's "no", I am not the financial advisor for you, but would happily refer you to another Edward Jones financial advisor who can better serve your needs.

I believe in helping you create a financial strategy that works for you. For example, you may want a strategy designed to create an income stream for you, your children, your grandchildren and generations that you and I will never even meet. It may or may not be achievable, but we can certainly create a strategy developed with that goal in mind.

Being a strategic thinker who sees things "out of the box" has enabled me to help clients who face unique situations. My desire to problem solve, and being challenged by two architects, led me to create a patented financial process that helped municipalities and charities with additional fundraising to help finance schools and other buildings. Ask me about it; I'd love to tell you the story!

I love working with horses and enjoy many other outdoor activities. I believe that our outdoors should be accessible to all people, which is why my favorite charities work to open up landlocked properties to the public. My other passion is supporting charities that raise money for families who have lost a loved one in battle.

I am happily married to Alysia. Our daughter, Ashlyn, is studying animal science at Colorado State University. We have four horses, two dogs, three cats and who knows what will show up next.

Focus areas

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

My Personal Interests

  • Horseback Riding
  • Hunting
  • Outdoor Enthusiast
  • Traveling
  • Woodworking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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