As your Edward Jones team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you're retired, regardless of what you decide to do.
I joined the Army in 2010 and was privileged to serve as a Green Beret until 2021. I began my Edward Jones career as a financial advisor in Gilbert, Arizona, and then moved my office to Queen Creek, AZ. The history of my family with Edward Jones is quite extensive: I have several relatives and friends who are retired from or currently working for Edward Jones.
My wife, Cassie, and I have a son named Harvey, who is 4 years old, and our second son, Teddy, is 2. Outside work, we enjoy being active and spending time with family, friends and our Great Danes, Westley and Buttercup. We also enjoy traveling, scuba diving and skydiving.
I have served the firm as a member of our financial advisor recruiting team.
My passion is educating other soldiers and veterans to accomplish their financial missions throughout their lives.
My branch office administrator, Angie Bonebrake, joined the firm in 2023 and is dedicated to providing you with the highest level of service possible. Outside work, Angie enjoys traveling with her husband of 15 years and spending time with her friends.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.