I am a financial advisor primarily for a select group of very successful business owners, professionals and retirees who, among other things, aspire to a work-optional lifestyle. Edward Jones has developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.

After growing up in Olathe, KS, I graduated magna cum laude from the University of Missouri-Kansas City Bloch School of Business with a bachelor's degree in business administration, with an emphasis in finance. I have since obtained my CFP® certification.

My wife of 13 years, Amber, and I have three children, Carson (2017), Hunter (2019) and Brylee (2022). Amber is the owner of two different locations for The Learning Experience childcare and loves being actively involved with children. Previously, she was a teacher in the Olathe School District for over 10 years. Our family is active at Church of the Resurrection West. I'm avidly connected to the community with my volunteer work for Big Brothers Big Sisters. Some of my hobbies include watching our local sports teams, fitness, golf, weekends at the lake and firing up the grill for a BBQ.

Ying, my branch office administrator, has 21 years of experience and strives to provide you with the highest level of service possible.

Ying and I are both limited partners with the firm and are very proud to be part-owners of a Fortune 500* company. As a team, Ying and I believe it’s important to invest our time working closely with you, your accountant, attorney and other professionals, so we can help determine the most appropriate financial strategy for you and your family.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Skiing
  • Personal Fitness

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 By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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