Your financial life isn't one dimensional. Beyond investing, you've got estate goals, a need for tax advantages in your investments and possibly succession plans to consider. Clearly, you need a sophisticated, tailored financial strategy. A cookie cutter solution just won't cut it.

After 10 years in financial services, I joined Edward Jones because I like the client-first philosophy and the ability to work more closely and holistically with clients. I have access to a vast array of solutions in order to build a truly personalized financial strategy for you. And I've earned the Personal Financial Planning (PFP®) designation, which holds me to a higher standard for skills and knowledge to address all aspects of your financial needs.

My practice is well suited for those with complex needs whether you are preparing for retirement, living in retirement or a business owner.

I learned about investing as a child from my grandad. He told me stories about his experiences with the ups and downs of the stock market, so I had a realistic view. With that lesson under my belt, I'm adamant about not only helping your money grow but also incorporating ways to protect your wealth.

If you're like many investors, sensational headlines and market drops can trigger emotions and take over your decision-making – not ideal where your money is concerned. I'll walk side-by-side with you to keep emotions at bay so you can make decisions from an informed, financially sound, long-term perspective, one that keeps you in control of your goals and your path.

I'm a lifelong resident of the area and plan to retire here myself. So, I'll be here to support you to and through retirement. That's the best way to keep focused on the goals that will make a difference for you and your family.

My own family includes my wife and two children. I love spending my free time with them barbequing and toasting marshmallows over a campfire.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Protection Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Canoeing
  • Golfing
  • Outdoor Enthusiast
  • Real Estate
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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