As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

I am happily married to my wife, Rayna, with three beautiful children. Family is a very important part of my life and practice. That is why ensuring that you are preparing and protecting your family is a key focus for my business. As a family with a special needs child, planning for ongoing financial needs is another key area of focus of my practice.

Before Edward Jones, I spent the better part of my career in the corporate sector with marketing and risk management solutions firms. Most recently I was an instructor with the Ohio Conference in the field of finance and advanced mathematics.

My top priorities are an attention to detail, enhancing my clients' experience with a focus on educating and enriching their portfolios, and helping provide strategies for their future goals. But I am not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Focus areas

  • Special Needs Financial Considerations
  • Military Professionals & Veterans
  • Socially Conscious Investing
  • Business Retirement Plans
  • College Savings
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Chess
  • Technology
  • Basketball

Office Information

Office Address

4027 Colonel Glenn Hwy Ste 405 Beavercreek, OH 45431

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

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