My purpose is to serve my community so that we can partner together to achieve professional, personal and community goals. I strive to create values-based partnership that creates a greater impact. I partner with community leaders in the region, business owners, executives and Veterans to champion strategic progress and optimize change. My diverse skills and experience as a financial advisor, business owner and senior military officer provides me the unique qualifications needed to help optimize performance, service, and value for you and your company.
As a entrepreneur, I understand the demands placed on you as an owner and through the experience of building and selling companies.
As a 23-year retired Army Major, I served with some of our countries most elite units. I graduated from the US Army’s Command General Staff College with a masters in operations leadership.
On a more personal level, I am married to the most wonderful woman any man can find. We are honored to raise our four children. We love international travel, snow skiing and hiking.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you are working toward before you invest your money. It’s also important to understand the level of risk you are comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
You’re not alone. I am looking to work with you to provide advice and guidance throughout your financial journey. I welcome the opportunity to work with your current team of attorneys, accountants and trusted professionals to deliver a comprehensive strategy that leverages everyone’s experience. Let’s work together to develop a complete, tailored strategy to help you achieve your financial goals.