My experience at 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 6 years old. Through the years, the meetings continued and my interest grew, eventually leading me to my career at Edward Jones.
My wife Jessica and I have been married since 2008 and we have four children: Mia, Jack, Dallas and Peter. We continue to find ways to educate our children of the time tested principles I learned from such a young age.
Since coming to Edward Jones in 2007, I primarily work with clients on investment decisions, planning conversations and strategy review. In partnering with Edward Jones research teams, I help clients make choices and decisions that fit their goals and objectives within their risk profile. I hold my Series 7, Series 66, and Insurance license.
Within our office, myself and my two branch office administrators, Dianne and Karen, 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. We've developed and refined a process to put all of the pieces of their financial puzzle together and help clients navigate through all stages of their lives.
Dianne and Karen are the primary points of contact in the office. Their roles include:
- Setting Appointments
- Account Opening
- Transfer Paperwork
- Insurance Processing
- Estates Processing
- Banking Services
- Online Access
Dianne and Karen are dedicated to ensuring clients have a positive experience through their attention to detail, organization skills, problem solving and initiative. Prior to coming Edward Jones in 2005, Dianne served customers in various roles at Martin's Supermarkets for 26 years. Karen came on board with Edward Jones in May of 2019. Previously she served as the office manager for a chiropractic office for 11 years.
- 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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