Our clients are Amazing! They are hardworking, disciplined and successful people who work hard to save and prepare for their retirement, legacies and the unexpected events of life. They span over 20 states. They value health, purpose, relationships and finance. Because of who our clients are, their families, friends and communities benefit because of their success.

My team and I hear our clients' stories, concerns and dreams. We design and build personal financial strategies around them so they may live with peace because they know we have their back. We do this by partnering with them throughout their life to keep them on track and removing complexity whenever possible.

I am a family-man, lover of life, people and God. I have been a financial advisor with Edward Jones for over 16 years after having served in Japan with the U.S. Navy as a cook. I am successful but will never forget my humble beginning. I fly planes, author books and love exploring. I am relationship and results driven and committed to seeing my clients and their friends and families succeed.

Please call or email my team to determine if we are a good fit for you or to simply ask a question.

We best serve:

Serious, long-term investors

Successful individuals and families with complex needs

Foundations and Nonprofit organizations

Business owners and their Business Retirement plan needs

Public figures in our communities