For the past 16 years I have been working with Families | Professionals | Business Owners, investing my time and energy into truly understanding their needs and helping them realize their financial goals.

My areas of focus include: Wealth Strategies | Retirement Planning | Retirement Income | Risk Assessment | Tax Saving Strategies.

In 2019, I was honored to have been chosen by my peers to receive Edward Jones' exclusive Spirit of Caring Award, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back. I was one of only 295 advisors out of 19,000 to receive that award.

I grew up in New York City and met my wife, Lisa, while attending college in South Dakota. We have been married for 32 years and we have two adult daughters.

I earned a Bachelor of Arts Degree from Augustana University in Sioux Falls and my previous employment was with Procter and Gamble Pharmaceuticals and Gateway Computers. I hold the Accredited Asset Management Specialist designation. I am series 7, 63 and 66 licensed.

We serve clients all across the U.S. My Senior Branch Office Administrator, Jennifer Sparr, is dedicated to providing you with the highest level of customer service.

We look forward to serving you and helping you achieve your financial goals!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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