I feel blessed to have the opportunity to work for an amazing firm like Edward Jones, who brought Wall Street to Main Street over 100 years ago, making the world of investments and retirement strategies accessible to everyone.

I've been helping manage money professionally for over 20 years – starting in 1992 in the Air Force as a Financial Management Officer, then as an Edward Jones financial advisor since 2012.

I was born and raised in the local area and have been married for over 30 years to my beautiful bride, Shannon, who is also from the local area. We are blessed to have four amazing children.

My branch office includes myself and my senior branch office administrator, Sara Sutherland, who has faithfully served our clients for over a decade.

Sara and I both enjoy being involved with community school events to celebrate Arbor Day, Veteran's Day and the UPTICK Awards. I also support various, local organizations and fundraising events.

Sara and I enjoy helping our clients by focusing on integrity first, putting service before self and always striving for excellence in everything we do. I am especially passionate about helping military veterans and senior citizens develop strategies to reach their unique goals.

Do your financial goals include sending your kids to college, preparing for retirement, leaving a legacy or something else? Are you ready to take emotions out of investing? If so, I can help you prioritize your needs and objectively define and work towards your goals.

Once I understand what's important to you, I use an established process to build personalized strategies to achieve those goals. We will then, as a team, partner together throughout your life to help keep you on track.

I want to be the first choice of the serious, long-term, individual investor who values tailored advice and enjoys working with a team that will help provide answers to your questions, so you can make financially wise decisions. Please contact me to discuss your goals and suitable options. I look forward to serving you!

Focus areas

  • Military Professionals & Veterans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Woodworking
  • Active Lifestyle
  • Mountain Biking
  • Fishing

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

Email Me

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