As an Edward Jones financial advisor, my primary focus is developing and maintaining a relationship with you that includes a clear understanding of your personal and financial goals through the various stages of your life. It's critical to define what you're working toward before recommending an appropriate financial strategy for you and your family.

A comprehensive financial strategy requires a team of professionals focused on your goals. I welcome the opportunity to work closely with you and your CPA, attorney and other professionals.

I began my career with Edward Jones in 2004, after graduating with a bachelor of science in communications studies from the University of Missouri-Kansas City. I opened my current office in the Lakewood area of Lee's Summit in 2006.

Besides holding Series 7 and 63 securities registrations, I'm life and health insurance licensed in several states, including Missouri and Kansas. I earned the AAMS™ professional designation in 2010. I recently earned the Certified Exit Planning Advisor® designation in order to help business owners, first as a business strategy, secondly, to help successfully transition in to retirement.

My wife, Elizabeth, and I are the proud parents of Celia, Charlotte and Corwin. I believe strongly in supporting our community. As a former member of the Kansas City Wizards professional soccer team, I have a passion for coaching and have served as assistant coach for the Raymore-Peculiar School District and several of my children's teams.

My branch office administrator, Kathy Gabhart, and I have worked together since 2011. Once we have listened to what you need, I will partner with you to develop a strategy to help you achieve your financial goals. We are dedicated to providing the highest level of personalized service possible.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Golfing
  • Gardening
  • Hiking
  • Soccer
  • Yoga

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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