My experience with Edward Jones started back in 1989 when my parents took me to their financial advisor's office for an annual review. I was amazed at the time and attention he gave me, as I was just six years old. Through the years, the meetings continued, and my interest grew, eventually leading me to my career with Edward Jones in 2007.
Within our office, myself and my two Senior Branch Office Administrators, Dianne and Karen, have developed and refined a process to put all of the pieces of our clients' financial puzzles together and help them navigate through all stages of their lives. In short, we focus on helping individuals and families plan, protect and transfer what they've worked so hard for to the people or charities they care about most.
I collaborate and work with clients on investment decisions, planning conversations and strategy review. And, in partnering with Edward Jones, I have thousands of people and advanced technology behind me to support and help my clients make choices and decisions that fit their goals and objectives within their risk profile.
In my years at Edward Jones, my team and I have made ourselves available to act as a sounding board for anyone who may need urgent financial advice or just a second opinion. As a result, we have been able to help hundreds of people make wise decisions for their financial future. Our heartbeat is to make our community a better place to live and doing well by doing good.
On a personal note, my wife, Jessica, and I have been married since 2008 and have four children: Mia, Jack, Dallas and Peter. Together, we continue to find ways to educate them of the time-tested principles I learned from such a young age.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Portfolio Reviews
- Special Needs Financial Considerations
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Health & Nutrition
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