Our Edward Jones Fountain Hills team believes it's important to invest our time up front to understand your goals and priorities before developing a strategy for you to invest your money. I work closely with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you. I primarily focus my practice on successful business owners and retirees, as I can significantly impact the success of their financial goals.

I hold Series 7 and Series 66 registrations and life insurance licenses, as well as holding the AAMS® designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete the professional education program, pass a final examination, commit to its code of ethics, and agree to pursue continuing education.

A graduate of Arizona State University, I am driven to help people succeed. I am an active member of the ASU Alumni Association.

I have two sons, Colton and Emmett. I am a very active member of the Fountain Hills community, serving as a member of many organizations around town, such as board member of the Chamber of Commerce and Fountain Hills Young Community. You will often see me and my family around the fountain for community events or supporting our fellow local businesses.

My branch office administrator, Liz Francis, and I work closely together to serve your needs. Liz is a Fountain Hills resident. Look for her around town on a bicycle of some sort!

Edward Jones is all about relationships. We believe that meeting face to face helps us build strong relationships among our team, our clients and this community. We are available to meet when it's convenient for you because we recognize the competing time constraints in your busy lives. We are focused on you! Together, we can help you plan and reach your long-term financial goals.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Golfing
  • Volunteering
  • Hiking
  • Snowboarding
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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