As an Edward Jones financial advisor I have the resources and tools to address a variety of financial needs. I especially focus on helping families build, manage and transfer wealth while protecting the things most important to them along the way. My approach starts with building a complete understanding of what is important to you, the client. Whether helping to consolidate assets, providing an insurance review (Life, Long-term Care or Long-term Disability), or putting a comprehensive retirement income plan in place, I can help you understand your options and make decisions that align with your needs.

I graduated from West Point in 1991 and spent the next seven years serving as an Army officer. My leadership and military experience taught me a great deal about teamwork, discipline and patience. I apply the same lessons I learned 30 years ago to investing and to keeping my clients focused on their long-term goals. My branch office administrator, Perry Bernard, and I want to provide you with a top-notch client experience. Her entrepreneurial background helps her understand the big picture but stay focused on the details. She is a tremendous asset to our branch and to our clients.

My wife, Jaimie, and I live in Kansas City, MO with our two children, Will (14) and Leighton (10). When not attending kids sporting events I enjoy traveling with my family, reading history and training in Brazilian Jiu Jitsu.

Please call or email to set up an introduction. We would love to get a better understanding of what is important to you and to answer any questions about us, our processes and Edward Jones.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Active Lifestyle
  • Golfing
  • History and Museums
  • Martial Arts
  • Personal Fitness

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