Our business is truly built on helping people. I’ve always had a natural curiosity on how to fix a problem encountered - as an Edward Jones advisor I use this curiosity to help our clients attain clarity and direction on how to reach their financial potential.

Everyday, I meet with clients to discuss their particular goals and concerns in regards to their financial future. As we build strong relationships with our clients we are able to construct well thought out solutions tailored to each individual, family, or business owner that we work with.

Our branch team is made up of myself and Sr. Branch Office Administrator Jana Lacova. Together, our goal is to provide the highest level of service to our clients.

Our practice focuses on families in transition. For example, we will partner with families transitioning to retirement, working through business succession planning or the sale of a business, or those families currently retired and thinking about transitioning their wealth to the next generation. It is here that our clients find value in the service we provide.

When I am not in the office, I'm spending time with my wife, Tracy and our 5 and 7 year olds, Grace and Gabe. Family life keeps us busy, as you can imagine. Whether we are in dance class or at the rink you will likely find us all together. Family is one of the most important things to us!

I am so grateful for the opportunity to work with so many wonderful people everyday in our practice and I look forward to building new relationships in the future!

Focus areas

  • Wealth Protection Strategies
  • Business Owner Considerations
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Active Lifestyle
  • Cooking
  • Fishing
  • Golfing
  • Traveling

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 - 05:00PM
Sat Closed
Sun Closed

Connect on Social

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