As an ultra-marathon runner, "going the extra mile" is more to me than just a figure of speech. It is the manner in which I approach life. The ability to dedicate yourself to the task at hand is as important to running a hundred-mile trail race as it is to helping someone along the financial path to retirement. Wealth opportunities do not simply occur; they must be sought out and pursued. And most importantly, once the race has begun, you cannot simply choose to sit down and be a bystander. You have to finish. That finisher's mentality is a big part of what I bring to my client's goals.

Another major aspect of my approach to my clients is my dedication to service. I have spent the majority of my life in service to others. Whether it was my career with the military or my ongoing role as a husband and father, or the many volunteer organizations I give back to in order to serve our community and our world, to me, service is never a choice. It is simply a requirement, as necessary as breathing.

I am beyond thankful for the opportunity I have here at Edward Jones to work in a field that allows me to bring that ultra-marathon mentality together with a servant's heart to best help my client's achieve their goals. I appreciate that the established process we have here allows for a seamless integration between my personal ethics and the professional ethos.

Having lived and traveled around the world, and being fluent in multiple languages, I am always looking for diverse clients that help me continue to expand my social understanding and awareness of my connection to the world around me. I particularly love working with clients that understand that money is a tool. It is a means to an end and not an end in itself. I enjoy those moments when the client and I partner together to identify those goals. Only then do we begin to develop the strategy that uses the tool of money to help ensure we reach those goals.

I look forward to our run together.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • LGBT Finances
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Running
  • Social Responsibility
  • Rugby
  • Animal Rescue
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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