ABOUT ME

I believe I was meant to be a financial advisor. From an early age I learned firsthand the powerful lessons of money managed well and managed poorly from people very close to me. The benefits of the former and the stress and worry of the latter. Those lessons are the passion that ignite my desire to see all my clients achieve their financial goals and dreams.

My mission is to be a trusted advisor to families and small business owners that value a partner to help them navigate the responsibility of their financial decision making so their dreams one day become a reality.

OUR TEAM

Jennifer and I work together to provide an ideal client experience for families with complex planning needs who value partnership with a professional team. We guide our clients through an ongoing discovery process so that we can understand what is most important to the families we work with. Our extended team is comprised of professionals that help clients navigate their tax, legal, business, and estate needs.

WHAT WE DO

Our focus is to build wealth strategies for our clients by guiding them through our established process to address their needs in the following areas:

1) Financial Strategies
2) Investment Management
3) Insurance Strategies
4) Tax & Estate Considerations
5) Business Owner Considerations
6) Charitable Giving

WHEN I'M NOT AT WORK

I love listening to and playing music; bass, drums and singing. I am also a big sports fan; hockey, soccer and football to name a few. Most importantly though I love to spend time with my beautiful wife and daughter, and our two friendly cats. I also love to travel and talk about travel goals. Recent trips to Berlin, Prague and Vienna have me itching for more. I also volunteer my time and am a board member of a national charity that raises awareness to protect children from exploitation online.

We look forward to connecting with you!

Focus areas

  • Business Owner Considerations
  • Education Savings Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing

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

Branch Team

Request an Appointment

More to explore

An Edward Jones client reviews her financial situation.

Find your financial Starting Point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More

Setting your path

We use an established process to help you reach your goals.

Learn More