I began my Edward Jones career in 2010 as a financial advisor in Albuquerque, NM. What drew me to Edward Jones was the firm's strong culture of always putting our clients first and the ability to make a difference in people's lives. As an Edward Jones financial advisor, I believe it’s important to invest my time understanding what's most important to you. I will use an established process to build personalized strategies to help you achieve your goals and we will partner together throughout your life to help keep you on track.

My branch office administrator, Lori Kossmann, and I are dedicated to providing you with the highest level of service possible. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex world. You can also have peace of mind knowing we are not alone – thousands of people and advanced technology support our office helping ensure you receive the most current and comprehensive guidance.

Our ideal client values a strong relationship built on trust, desires assistance with their long-term financial goals and prefers proactive contact from us. Many of our clients are business owners or professionals in healthcare, engineering or government.

I have been a resident of New Mexico since 1985 when my father was stationed at Kirkland AFB. I attended NMSU earning a Bachelor of Accountancy and while there met my wife of 22 years, Melissa. We have lived on Albuquerque's west side for 18 years and raised our two sons. We enjoy hiking, exploring New Mexico, spending time with family and traveling.

In summary, we provide highly personalized service. All aspects of our business are aligned to help us better understand your unique needs so that we can help you reach your long-term financial goals. I welcome the opportunity to learn more about you, it all starts with a conversation. I look forward to hearing from you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • New Investors
  • Divorce Finances

My Personal Interests

  • Active Lifestyle
  • Hiking
  • Spending Time with Family
  • Traveling

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 - 03:00PM
Sat Closed
Sun Closed

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