My engineering background has enabled me to build a practice well suited for clients who have complex needs, primarily retirees and business owners. As I work to help them reach their goals, I enjoy employing the strengths of an engineer, from analysis and creative problem-solving to listening and collaboration. Working one-on-one with each of them, I build the intricate strategies that provide solutions for their unique situations, challenges and opportunities.

I studied engineering in university and built a career in that profession. I specifically remember that, even as a student, the idea of helping people was appealing. So 21 years ago, I pulled up roots from my managerial position with an engineering firm and followed that long-term dream. I've never looked back.

A big part of my practice involves estate planning and wealth transfer. It is nearly always helpful to engage the beneficiaries and set expectations sooner rather than later. Our clients, together with my team, work to set up family meetings for just that purpose. Our estate planning focus helped place us amongst the top 2% of Edward Jones advisors and also earned our branch team the top client service award as measured by J.D. Power client surveys.

I enjoy making a difference for others and have found great satisfaction in the medical mission trips I take to Ecuador. For about 10 years, I did fundraising and other logistical work for a group that does knee replacements in this third-world country and accompanied them to Ecuador. Following an eight-year hiatus in order to commit to a volunteer role of leading and supporting other financial advisors at Edward Jones, I returned to this important international work in 2018 and again look forward to this annual trip.

I'm blessed to have been married to an amazing lady for 25 years. We have two (also amazing) daughters in University. I fill my personal time with my family, my church community and biking or running through the beautiful River Valley.

Focus areas

  • Business Owner Considerations
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Business Retirement Plans

My Personal Interests

  • Active Lifestyle
  • Health & Nutrition
  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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