I have been a financial advisor with Edward Jones since 2009. To better serve my clients, I earned the CFP® and AAMS® professional designations, and I regularly complete educational and ethical training to maintain those standards.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I begin by asking my clients essential questions and gathering facts to better understand their situations. I then utilize direct investments and procedures devised to accomplish their goals. Once the strategies are implemented, I maintain regular contact with my clients and continuously conduct reviews to keep them on track. To provide a holistic service, I collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am honored to serve a variety of clients, many of whom I consider close friends. I help multigenerational families grow and distribute wealth. Many of my clients are also retirees and those approaching retirement. As the son of a business owner, I have a special affinity for working with business owners on complex financial issues. No matter my clients’ current situations, I strive to deliver an exceptional client experience.

Within the firm, I have served as a client transition leader and a field trainer leader in my region. Outside of the office, I enjoy going to flea markets and antique shops, yard work and gardening.

My branch team and I welcome new investors and we are happy to offer a second opinion to more seasoned investors. Contact my office today to learn more about how a financial partnership with me and my branch team can work for you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Football
  • Antiquing
  • History and Museums
  • Hunting
  • Genealogy

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More