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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.
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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