I hail originally from Indianapolis, IN, but now gratefully call Jefferson City, MO home. I grew up the oldest in a family of five in urban Indy and developed a prideful sense of appreciation for lifelong learning in the inner city. After high school, I attended college before enlisting in the US Army, then spent several years on active duty until I met my wife, Cory.

She's the biggest force that drove me to Missouri, and the Midwestern feel is unsurprisingly suitable. Like many hardworking Americans, she and my son, Beckett, are my primary motivation for carrying out the meaningful work I do as a financial advisor. My family and my clients teach me new things every day, which is why I couldn't be happier with such a fulfilling career.

When I'm not in the office supporting my clients' financial needs, you can probably find me working on my fitness level, as I still take sincere pride in my service as a US Army Reservist. If I can't be found in the gym or at the Fort drilling soldiers and training, you might catch me around the house, working on honey-do items and self-directed home improvement projects. If all those items are unfruitful, it's a safe bet I'm improving my knowledge base and advancing my education with my studies. That is, if I'm not where I prefer to be most of the time, which is spending time with my family.

Cory and I are involved in our local community church and we're grateful to be able to serve others' needs through charity and volunteer work in Jefferson City.

I love working with clients from all walks of life, but the ideal business partner will be dedicated to their individual financial goals. It's a privilege to help the everyday American family make prudent investment decisions to help them achieve whatever is most important to them. I like to take a personal approach to partnership with the individual investor – because, although finances are a big part of constructing life's puzzle, they're not the only pieces on the table.

Focus areas

  • Military Professionals & Veterans
  • College Savings
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Music
  • Personal Fitness
  • Martial Arts
  • Home Improvement
  • History and Museums

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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