I have always called St. Joseph and Savannah, MO my home. I grew up in Savannah and attended Missouri Western State University where I graduated magna cum laude with a Bachelor of Science degree in finance. My wife and I continue to call St. Joseph home.
Being active and contributing to my community is very important to me. I grew up volunteering, donating my time and serving others. I continue to do so by being an active member and serving on the board of the local Optimist Club, the Diplomats, and being involved in the St. Joseph Chamber of Commerce. My family and I also regularly attend St. Francis Catholic Church in St. Joseph where I serve on the Parish Council.
Prior to Edward Jones, I owned and operated my own business for 10 years. The experience of managing employees, serving customers and operating a business taught me a great deal about personal finances. I chose to become a financial advisor with Edward Jones because I want to assist individual investors in achieving their financial goals.
I hold the Series 7 and Series 66 registrations, Insurance Licenses and the Accredited Asset Management Specialist™ designation. The College for Financial Planning® awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
As an Edward Jones financial advisor, I believe in getting to know my clients and their financial goals before we discuss an investment plan. By working with other professionals, such as CPAs and attorneys, a team approach can be taken when identifying the most appropriate financial strategies for clients and their family.
My focus is serving individuals and business owners who are serious, long-term investors. Individuals looking for a committed financial advisor should call or email me to set up an appointment, so we may begin this journey together.