My first experience with Edward Jones, and what initially drew me to a career here, was the culture and environment they created for their clients and their employees. The amount of personalized care and attention that is given to each client is unsurpassed in this industry. I have worked in investments for the largest banks and brokerage houses in the world, as well as independent investment firms. Through these experiences, I know that I am in the right place, and Edward Jones has given me all the tools and support to make a real difference in the lives of my clients.

I am a seasoned financial advisor with almost 15 years of experience in helping investors reach their goals. I am happy to say my business is so much more than just a job - it's a chance for me to fulfill my passion of improving the lives of families where I can serve as a partner and mentor to my clients, guiding through life events and investment decisions. The passion to help others led me to Edward Jones as a financial advisor and also to earn my AAMS® professional designation.

On a personal note, my wife, Jocelyn, and I live nearby on a hobby farm with our two children, Grant and Sophie. We spend a majority of our time enjoying the great outdoors and working hard in the yard.

As your Edward Jones branch team, my branch office administrator, Barb Foley, and I believe it’s important to invest our 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 the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call today to schedule your appointment.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Business Retirement Plans

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