With more than 16 years of experience in the financial services industry, I am committed to helping individuals, families, and business owners make informed decisions and pursue their long-term financial goals. I became a financial advisor because of the unique opportunity it provides to serve others during some of life's most important moments. Whether helping clients prepare for retirement, fund a child's education, navigate a business transition, or create a legacy for future generations, I consider it a privilege to be a trusted partner throughout their financial journey.
My approach is rooted in thoughtful planning, attention to detail, and building lasting relationships. I enjoy taking the time to understand each client's unique circumstances, values, and goals, then developing personalized strategies designed to help them achieve financial confidence. A key component of my investment philosophy is a disciplined, rules-based approach designed to capitalize during periods of market weakness while also managing risk during market recoveries. This framework is intended to remove emotion from investment decisions and help maintain focus on long-term financial objectives. One of the most rewarding aspects of my work is helping clients transform their vision for the future into a clear and actionable plan. By providing guidance, education, and ongoing support, I strive to help clients stay focused on what matters most and feel empowered to make sound financial decisions.
Prior to joining Raymond James in 2022, I spent 12 years with Edward Jones, where I helped clients develop and implement comprehensive financial strategies. The experience I gained working with a diverse range of clients strengthened my commitment to delivering personalized advice and exceptional service.
I earned a Bachelor of Business Administration degree from West Texas A&M University. Today, I continue to draw on my education and industry experience to help clients navigate an ever-changing financial landscape with confidence and clarity.
Outside of the office, I enjoy spending time with my wife, Kelsey, whom I married in 2015, our daughters, Monroe and Rivers, and son Truett. We are proud to call Prescott, Arizona home and love taking advantage of everything the area has to offer. As a family, we enjoy spending as much time outdoors as possible. Many of our weekends are spent out on the ranch, where we appreciate the opportunity to slow down, make memories together, and enjoy the lifestyle we love.