As an Edward Jones financial advisor, my passion is to assist select individual investors and small business owners in managing their financial decisions in a manner that balances today's needs, while providing a degree of confidence that they may attain their wants and desires of tomorrow. My branch team accomplishes this by gaining a thorough understanding of what is important to our clients, using an established process to build personalized strategies for helping them achieve their financial goals and partnering with them, throughout their life, to help keep them on track. It is the commitment to our clients' financial well-being that makes them want to refer their family and friends to our practice.

In 2009, I began my career with Edward Jones and became a limited partner with the firm in 2019. Prior to joining Edward Jones, I spent nine years with 3M Company, two years helping run a small, family-owned business and 10 years in corporate finance. I remain committed to personal, business and community development.

Certification and education: CFP® certification; MBA, University of Kansas, Lawrence, KS; and a BA in economics, DePauw University, Greencastle, IN.

Community involvement: member, Financial Planning Association; ambassador, Association for Corporate Growth, St. Louis; current member, past president and board member of the Webster/Shrewsbury/Rock Hill Area Chamber of Commerce; and current member, past president and board member of the Rotary Club of Webster Groves.

My wife, Margie, and I have been married for 20 years and we have two children, Jenna (18) and Collin (17).

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. If having a strategy to help accumulate, protect and transfer wealth is important to you, please don't hesitate to contact me to discuss your situation and options.