At Edward Jones, we focus on serving the financial needs of individuals of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that makes sense in today's complex marketplace.

Prior to joining Edward Jones in 2009, I was a bank president and CEO for the prior 20 years. Overall, I have been in the financial services industry for over 50 years. I like to think of my Edward Jones' stage of life as "my retirement".

I became a Certified Financial Planner (CFP) in April 1995. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I have been married to Laurinda for 46 years. We have two grown children and three grandchildren.

My administrative partner and I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.


Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Portfolio Reviews

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