Our practice is dedicated to achieving ideal outcomes — both emotional and financial. We first focus on understanding each client’s unique needs and long-term aspirations. From there, we collaborate with CPAs, estate planning attorneys and other professionals to implement the most effective strategies.The clients we serve most effectively include:• Business owners seeking to optimize their finances and succession plans• Individuals and families who value an active planning relationshipI hold the CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor® and Accredited Asset Management Specialist™ professional designations. In 2025, I was honored to become a limited partner in the firm.I partner with a team of research analysts and financial professionals, along with my branch office administrator, Jenae. Together, we are committed to delivering the highest level of service.My wife, Miranda, is also a financial advisor with Edward Jones. We live in Wikiup, Calif., and enjoy spending our time outdoors with our small dog, Rudi.