As an Edward Jones financial advisor, my focus is to understand what is important to you. To do this, we will work together through an established process to build personalized strategies for you - including the specific actions you will need to help achieve your financial goals. Over time, we will continue to revisit your goals and your tolerance for risk, as well as the specific strategies we have developed in order to help keep you on track.

I joined Edward Jones in 2006. I was a third generation Edward Jones client before I joined the firm. Since then, I have worked with many families, small businesses, churches and non-profit foundations. I earned my CEPA® (Certified Exit Planning Advisor®) designation to better serve clients that are business owners and help them prepare to transition their business and plan for the next act in their life. I believe in partnering with other professionals, including your CPA and attorney. With an open line of communication with those professionals, we can help determine the an appropriate financial strategy for you, your family and your business.

In addition, Leslie Lencioni, my office administrator, is here to make sure you receive the best service possible. Leslie strives to ensure that each client feels welcomed, valued and connected.

My most gratifying role is that of a husband and father. My wife, Allison, and I have four children: Caden (2015); Carter (2017); and our surprise twins, Lyla and Corby (2020). We are both advocates for foster care and adoption, as we adopted our oldest son through the foster care system.

With the spare time we have, Allison and I are passionate about giving back. I have had the distinct privilege to serve Edward Jones in several leadership capacities. I also serve on the board of directors for the Miralomas Municipal Utility District.

At Edward Jones, we focus on you, the long-term serious investor. I consider it an honor that you would consider us to help you achieve your long-term financial goals.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Fishing
  • Community Outreach
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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