
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreEarly mornings full of chores weren't my favorite as a child, but over time, I learned that it takes focused effort to do things well and there is a certain satisfaction in a hard day's work.
You have put in precious time to earn a living, or you have already done that and are enjoying the fruits of your labor. I believe, in an effort to make sure you get to where you're going or keep what you've worked hard to earn, that partnering with a trusted individual is a critical component to your financial journey.
Prior to Edward Jones, I spent 10 years running a small business and four years in ministry. In both careers, I often found myself coaching others in basic financial principles. I watched employees become successful business professionals and church families turn their moderate situation into abundance.
Observing these real-life transformations instilled in me a passion to help those that are willing to actively pursue growing and managing wealth.
I love to serve clients who are serious about achieving their goals and desire personal guidance such as retirees, those near retirement, working professionals, business owners and families saving for college.
How I Serve: First, I want to know you. Where have you been? Where are you now? Where do you want to go? Next, we'll create strategies that are tailored to achieve what is most important to you throughout all life stages. I see myself as a coach, cheering you on along the way and challenging you to get even better. Laura Doerr, my excellent senior branch office administrator, and I are ready to serve you.
My wife, Diana, and I have three children, Wyatt, Ruthie and Seth. In my spare time, you can find me running a road race, cheering on my kids in their various activities, reading a great book or enjoying time with my wife on our porch.
If you are looking for a straight forward approach to building wealth and planning your future, give us a call and we'll get to know each other better.
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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