Getting to Know You
My desire as an Edward Jones financial advisor is for my clients to have a unique experience. Just as no two people are the same, my approach to working with each investor is unique. My initial aim is to get to know each client and their goals for the future. It's important for my clients to feel comfortable with me, my process and the resources I have available, so we can work together to create a financial strategy that's tailored to you and your dreams.
Getting to Know Me
I have worked in the financial services industry since 1994 and have been a financial advisor since 2017. I really enjoy getting to know what makes people tick, and it helps me find the way to help them achieve their financial goals!
Serving my community is important to my family. My wife is a Rotary member, and my son is a Boy Scout and high school soccer and Challenge Team member. I'm active in Rotary with my wife as well as being part of the leadership team with my son's Scout Troop. I also help with a community group called HUGS, which helps anyone who has lost a loved one and needs support and guidance.
I enjoy watching college sports, especially Kansas State University, which is my alma mater. I also enjoy traveling with my family, being outdoors and spending time on lakes and oceans.
Let's Get Started
My branch office administrator, Leslie Nelson, and I truly care for our clients. We work together to be a resource for our clients as they navigate through life's many journeys.
Areas of Focus
401(k) and IRA Options | Business Planning | Education Savings | Estate and Legacy Considerations | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance| Portfolio Review | Strategic Planning | Retirement Planning