As an Edward Jones financial advisor with over 30 years of experience with the firm, I believe it is important to invest my time to understand what is important to you and what you are seeking to accomplish with your finances. Working closely with you, your CPA, attorney and other professionals can help determine the most appropriate financial strategy for you and your family's' unique situation. I have built my business by treating my clients as I would want to be treated, a time-honored tradition that still makes sense in today's complex marketplace.

My wife, Rebecca, and I have been married for 26 years. We have lived in the Boise area since 1999 by way of Arizona and England. The wonderful sense of community and climate here are unrivaled. Together, we enjoy our backyard getaway, watching the antics of our cat, Shadow, and spending time with our family and friends.

My team includes senior branch office administrators Heather Ellsworth and Saralyn Gainer. Heather and Saralyn have over 26 years of combined financial service industry experience. Our team uses an established 5-Step process with each client. We aspire to help you feel understood, informed, in-control and ultimately, secure with all aspects of your financial life.

Focus areas

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

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