With over 20 years of experience focusing on personal wealth and estate financial strategies, I continue to place primary importance on understanding what is most important to you. Once the strategy is in place, we will partner together throughout your life to help keep you on track and make adjustments as your life changes.

I believe a team approach is key in helping you achieve your goals. My branch team partner, senior branch office administrator Katie Cox, is always able to assist you in our office. Also, working closely with your CPA, attorney and other professionals is important in carrying out your objectives most effectively.

I work with you not only to develop a strategy that is aligned with your objectives and comfort with risk, but also to help you stick with it through the inevitable ups and downs along the way. Together, we can work to help prevent the biggest risk of all – not reaching your long-term goals.

Raised in Independence, KS, I graduated from Kansas State University in Manhattan, with a Bachelor of Science in finance and marketing. I opened my first Edward Jones office in Westwood, KS, before moving to Briarcliff to be closer to Parkville, MO, where I live with my son, Nicholas. In my time away from the office, I enjoy golfing, traveling and spending time with my family.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Golfing
  • Traveling
  • Spending Time with Family
  • Coaching Sports
  • Sports Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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