As a business owner or individual investor, you know the importance of developing a strategy and seeing it through. We understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and/or your business team is a process we take seriously. Working closely with you and your certified public accountant and/or attorney, we can help determine the most appropriate financial strategy.

I began my career with Edward Jones in 2001 and became a limited partner in 2007. In addition, I was named a principal with the firm in 2012. I am married to Erica and have three amazing children: Jack, Luke and Livi. Outside of work, I give my time to various organizations, leveraging my leadership skills to impact the community, and spend a considerable amount of time coaching kids. Being present is important to me. Erica and I have simple priorities – we enjoy time with family and friends.

Our primary goal is to partner with a limited number of families with complex needs. First, we listen to what is most important to you. Then, we build on our established process to align with your goals. Finally, we act as an accountability coach to keep your future on-track. Our partnership does not begin and end after our initial meeting. We partner with you for life to help you accomplish what is important to you.

We believe the best plan is a simple one. Call us if you are open to possibilities. We are in the business to nurture and develop what is possible!

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Special Needs Financial Considerations
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Music
  • Coaching Sports
  • Health & Nutrition
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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