As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have options when you retire, regardless of what you decide to do.

After spending seven years in the banking industry, I joined Edward Jones in 1998, becoming a limited partner in 2007. In 2006, I earned my AAMS™ professional designation from the College for Financial Planning. During my time at Edward Jones, I have been honored with multiple Achievement Awards, including the A.F. McKenzie, Jack Phelan, Frank Finnegan, Jim McKenzie and Ed Armstrong Awards.

My wife (Jen) and I were both born and raised in Jefferson County, where I attended Our Lady grade school and St Pius X High School. Jen and I currently reside in Crestwood. We have one daughter, Reagan, who is currently attending Cor Jesu Academy.

During our free time, my family and I enjoy traveling, attending sporting events and boating. Additionally, Reagan and I enjoy snow skiing and SCUBA diving together.

My branch partner (Michelle Underwood) and I are dedicated to providing you with the personalized, professional service that you deserve. Please don't hesitate to call, if we can assist you in any way.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Personal Fitness
  • Football
  • Music
  • Traveling
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

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