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Growing up in a blue collar family taught me many valuable lessons. My parents worked hard for our modest lifestyle yet led by example with a great work ethic and compassion. I began my career as a financial advisor in the year 2000. The technology bubble from the late 90’s had just burst
and then the events of 9/11 brought us into a recession. I quickly learned that having a goal to work toward, along with investments suited to my client’s tolerance for risk, was essential for their long term success. In 2008, I achieved the CRPC® professional designation from the College for Financial Planning. In 2011, I joined Edward Jones as a financial advisor. I continue to enhance the process I’ve established to realize the dreams and goals that are most important in my client’s lives. In 2018, I accepted an offer to become a Limited Partner in the firm. In 2022, I earned the CEPA®, Certified Exit Planning Advisor®, professional designation to better assist business owners. My wife, Cara, and I were married in 2010. She currently works as a registered nurse for hospice patients. Between us we have three teenage boys; Tyler, Connor and Cadan. When I’m away from work I enjoy spending time with my family, attending our boy’s functions, hiking, golf and traveling to new places. If you would like to establish a retirement goal, learn if you should rollover a 401k, develop a strategy to protect the assets you’ve worked hard to achieve or review your financial goals, please reach out to me. My senior branch office administrator, Donna Weichel, and I look forward to getting to know you and partnering with you to achieve your goals.
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