As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

I began my career at Edward Jones in June of 2013, after working at another firm that specialized in Group Retirement Plans. I believe that all individuals can become successful investors when given the opportunity to partner up with a financial advisor to develop a plan, and by continually monitoring and adjusting that plan as often as is needed.

I pride myself by working with all types of investors: business owners, newlyweds, pre and post retirees and more. I am passionate about helping people out in many aspects of their finances, and being able to explain it in a manner that makes sense to them. I truly enjoy working with clients and prospective clients to develop strategies for retirement income, and helping to make sure that those goals stay on track.

My branch office administrator, Jackie, has been with the firm since 2010 and can help facilitate many aspects of your partnership with us, including online access, scheduling, money transfers and all other administrative functions.

My goal is to provide the investments, services and tools my clients need to work toward their financial future.

I have lived in the Kansas City area my whole life and graduated college in 2002 with a BA in business administration. I am married to Courtney and together we have one son, Lucas. We currently live in Brookside.

Focus areas

  • College Savings
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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