I have been a financial advisor with Edward Jones for over 20 years. My desire is to help you simplify and organize your financial life by developing a personalized strategy that is unique to your individual needs. Throughout your journey, I will continue to explore and listen to your desires and needs, reviewing and updating our strategy as your life changes.

Years ago, my parents needed some financial guidance as they transitioned into their retirement. I can distinctly remember a financial person stopping by the house with their one objective being to sell my parents a product. After the papers were signed, my parents never heard from them again. There was no genuine interest in what my parents needed or what their future goals were. That experience shaped me. Several years later, I joined Edward Jones and was determined to offer my clients a much more pleasant experience.

When I’m away from the office, I love to run, play soccer, participate in community service projects and spend time with my wife, Loren, and son, Austin. I love to cook as well. I am always looking for tips on how to grill that perfect steak.

Kim Flanagan, senior branch office administrator, has been my office partner since 2008. I have known Kim for over 20 years, and she brings a wealth of knowledge and experience to our office. Once you meet Kim, you will know that she is not only concerned about your investments, but also your family, hobbies, travel interests and pets. Her dedication to our clients and our shared philosophy make us a great team.

Give us a call to schedule an appointment. We’d love to work with you.

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