What are your unique financial goals? Our goal is to understand your personal values and financial needs in order to create and deliver comprehensive and customized financial solutions.

Our team uses an established process to ensure clients feel understood, informed and secure in their financial strategy. We strive to educate clients and help them align their wealth with their priorities.

I am proud to have worked my entire 23-year career at Edward Jones. I also hold the CERTIFIED FINANCIAL PLANNER™, or CFP®*, professional certification. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

What you can expect from working with me:
- Consistency; I’m a firm believer in careful planning and disciplined execution
- Exceptional services; your financial goals are uniquely yours and deserve tailored solutions
- Transparency and proactive communication

I work with a team of research analysts and financial professionals. In addition, I am supported by my Branch Office Administrators, Paul, John and Thor. When you work with us, you can trust that we have the knowledge, the resources and the dedication to help you achieve what's most important to you.

Outside the office, I enjoy spending time with my wife, son and two rescue dogs. When I'm not losing to them in a card or board game, I enjoy biking, skiing, reading and even attempt comedy improv.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • LGBT Finances
  • Socially Conscious Investing
  • Divorce Finances
  • Intergenerational Planning

My Personal Interests

  • Cycling
  • Traveling
  • Spending Time with Family
  • Podcasts

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed

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