Together with my partners, I help affluent clients address their 5 biggest concerns: wealth protection planning, tax efficient planning, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. I joined Edward Jones in 2017 but had a love of investing my entire life. Growing up on a small farm, I learned early that having a strategy, protecting it, and hard
work produced nice returns. I use a consultative process to gain a detailed understanding of my clients' deepest values and goals. I then employ customized recommendations designed to address each client's unique financial needs and goals beyond investments. Successful individuals and families work with me to:
-Develop and implement comprehensive wealth management to help them reach their financial dreams.
-Make smarter decisions in today's uncertain political, economic and social environment.
-Obtain an independent second opinion from a top financial advisor in their community. Previously, I spent over two decades as an executive manager in retail gaining experience in finance, insurance, and business management. This knowledge has been effective in helping provide clients with financial assessments and a detailed strategy tailored to their specific needs, wants, and wishes. Striving for excellence in the service and advice I provide to my clients, I continued my learning in finance and wealth strategies with Kaplan University, received my Bachelor of Science in Finance - Wealth Management and Financial Planning from Purdue University Summa Cum Laude, and became a CFP® professional, meeting rigorous requirements in ethics, education, experience, and exam. I am a recognized leader in our area, serving on the board of the Greater Hot Springs Kiwanis Club, our firm's regional leadership team, the board of a professional network organization, and several roles for City Life Church. In my free time, I enjoy golf, mountain biking, and pickleball with wife Jennifer, our kids Ethan, Ady, and Conner, and fur kids. I am currently scheduling Exploratory Calls with qualified individuals to discuss their key financial goals and whether my team and I could help achieve them. To schedule an Exploratory Call, please contact my office at 501-520-0499.
