Being a financial advisor is so much more than just helping my clients maneuver the financial markets. I get the opportunity to see into their lives and personal situations. We celebrate their victories and help them through their difficult times. At our branch, we find out what is most important to our clients so that their investments help them obtain their goals. We are constantly looking for ways to save on taxes, protect wealth from potential pitfalls and proper estate considerations. I have earned my CFP® certification and AAMS™ designation and I am fluent in Spanish.

My wife, Allyson, and I have been married since 2001. We met while attending Northern Arizona University. She is a beautiful redhead. We have three redheaded boys and a Boston Terrier. We love to travel and go on adventures – from swimming with sharks and white water rafting to caving and ziplining, we are willing to try it all. We volunteer our time and resources in various organizations.

I wanted a career that would help individuals and make a meaningful impact in my community. I have always been strong in math and have had a love for numbers. Edward Jones allows me to use my analytical skills to help many families make sense of their investing in a real-life applicable way.

When I hired Mac Dubord to be my branch office administrator, she lit up my office with such great energy! I love the value she adds, not only from the detailed tailored services she provides, but because of the sincere interest she has in our clients' lives. She is fluent in French, an avid conservationist and an animal lover.

Focus areas

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

My Personal Interests

  • Volunteering
  • Traveling
  • Spending Time with Family
  • Pets
  • Table Tennis

Office Information

Branch Team

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