About Us

As your Edward Jones branch team, we believe it's important to invest our time in understanding your goals before you invest your money. We work closely with individuals who are investing for, nearing or already in retirement. I will partner with your CPA, attorney and any other professionals to help determine the most appropriate financial strategies and tailor recommendations to meet the needs of you and your family. Along with partnering with individuals, we work with business owners and entrepreneurs to provide education and services to help save for the future. Having the Chartered Retirement Plan Specialist™ (CRPS™) designation provided me training which is specifically designed to focus on retirement plans for businesses and their employees I assist small to mid-sized businesses who offer, or are seeking to offer, a business retirement plan, such as, 401(k), SIMPLE, SEP, etc. Outside of the office, I am an active member in several local and nation organizations like the Gilbert Chamber and BHA. I met my wife, Jenna, when we were teenagers, after moving from Alaska to Arizona we lived adjacent from each other. Many years later, we reconnected as adults and have been together ever since. We are going on our 8th year of marriage with our two young kids, Preston and Emma, and our dog, Bella. In our free time, we spend a lot of it camping in northern AZ enjoying the outdoors. We pride ourselves on providing highly personalized service and putting our clients' interests first. All aspects of our business are aligned to help us better understand and meet our clients' unique long-term financial goals.