With 52 years of experience in the financial services industry, I’ve had the privilege of helping individuals and families navigate their financial journeys with confidence and clarity.
As Senior Vice President–Investments at Benjamin F. Edwards, I’m passionate about providing thoughtful advice and personalized guidance to help my clients reach their financial goals—whether that’s planning for retirement, preserving wealth or building a legacy. I joined Benjamin F. Edwards in 2025 after working at Wells Fargo Advisors and A.G. Edwards.
My Approach
My approach is grounded in trust, transparency, and a deep commitment to service. I believe that every client deserves a strategy tailored to their unique needs and values, and I take pride in building long-term relationships that span generations.
Other Interests
Outside of work, I’m deeply committed to giving back. I actively support mission work and provide financial assistance and scholarships to a Christian college—causes that reflect my faith and values. I also enjoy hiking, travel, bridge, card games, Biblical studies, and baking bread. My wife, Maryann, and I have been together for over 25 years, and we share a wonderful family that includes two stepchildren and four grandchildren.
Education
I earned my degree in chemical engineering from Rose-Hulman Institute of Technology in Terre Haute, Indiana. That technical foundation has helped me analyze complex financial scenarios and craft sensible solutions.