I proudly serve as a trusted advisor to clients in every stage of their investment journey, including individuals, families, and business owners. I create and execute strategies to help organize, grow, and protect earnings and accumulated wealth with long-standing, time tested approaches proven successful over decades at Edward Jones. I have over 36 years of combined experience and leadership in both the business and education arenas. I spent 14 years in investment real estate finance where I sharpened my analytical abilities, business aptitude, and attention to detail. Subsequently, I spent the next 20 years in secondary education as a business and finance instructor, coach, athletic director, and assistant principal. Education proved to be a rewarding career and allowed me the necessary time to devote to raising my young family. Though I fully enjoyed educating students in the subjects of economics and personal investment principals, I had a desire to return to the world of finance and put my lifetime of experience and knowledge to practice for others. After our children finished college, my wife and I forged plans for our next chapter and the opportunity to serve our community both professionally and personally. My passion for investment planning and aspiration to help others secure their own financial future led me to become a licensed financial advisor. After diligently researching financial advising firms and their investment philosophies, I chose Edward Jones for one simple reason: the firm truly embodies what I value - serving the needs of serious, long-term, savers and investors through personal relationships from a branch office I could call my own. Member SIPC.
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