I have long been interested in the economy and business itself. I worked for my family's Tool and Die business for 8 years as a Journeyman tool maker and programmer, and took away an immense amount of respect for business owners and their ability to start with nothing but a "blueprint" and produce a polished finished product.

With this fascination and education, I had a desire to have a business of my own. My passion and desire to work with people and help build their "blueprint" and see it through to a finished product was how I was introduced to financial planning and investment advice.

I have been working with clients for over 11 years, listening and clearly understanding what is important to them, and their families in order to effectively put a personal plan together. There are a lot of moving parts in a person's life that I want and need to understand; be it retirement strategy, children's education, preparing for life's unknowns and estate consideration to name a few.

With this information I, along with the robust team of specialists at Edward Jones implement your plan, review the plan and take any necessary actions to ensure that you reach your goals safely and on time. One of the many benefits of working with Edward Jones is that we are a partnership, rather than a publicly traded company. We are accountable to our clients, not to stockholders. We are invested in the success of our clients and will be here for the long-term. We build more than financial strategies; we build relationships.

Outside of work I enjoy my spare time with my lovely wife Becky, play tennis and golf with my son Liam and daughter Avery and often get pulled into playing pretend with my youngest Loren.

Focus areas

  • Business Owner Considerations
  • Education Savings Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Rock Climbing
  • Golfing
  • Football

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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