Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans, 401(k), annuities, equities, mutual funds, bonds and insurance. I can help you develop a strategy for working toward your retirement goals.

I joined Edward Jones as a financial advisor in 1997, opening the firm's first branch office in Bellevue and became a limited partner in 2000. Over the past 23 years, this office location has been truly blessed! The number of valued clients we serve in this community has grown so large that I have invited another financial advisor, Jeffrey Thomas, to help better serve our relationships.

A graduate of Ohio University, I have been married to my spouse, Kristin, for 24 years and have two daughters named Macy and Megan.

Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • College Savings
  • New Investors
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Baseball
  • Fishing
  • Archery

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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