My first experience with Edward Jones was as a client. I was working for a global oil and gas company and wanted more choices than what my company-sponsored savings account would provide. After listening to the advisor talk about the culture and camaraderie of Edward Jones and the ability to help clients achieve their dreams, it pulled at my entrepreneurial heart strings. I decided to take a leap of faith and make a career change.

As a seasoned financial advisor, service is at the core of everything we do in our practice. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions to help them have confidence in their future. If I do my job correctly, it should provide a level of satisfaction and trust that goes far beyond most professional relationships you have experienced.

My ideal clients are those that want to carefully and methodically work towards their financial goals. Every person has their own unique situation. We pride ourselves on listening to your wants, needs, wishes, and then use an established process to help you accomplish what is most important to you.

On a personal note, my wife, Irma, and I have been married since 2013. We have a passion for travel and food. We are extremely close to our extended families and feel blessed with the amount of time we get to spend with them.

It all starts with a conversation. I welcome the opportunity to learn more about you and your family.