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. I am committed to recommending high quality investments at a risk level you are comfortable with and with full transparency of fees. By partnering closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you. This includes helping families and business owners organize, build, protect and transfer wealth.

While I've always enjoyed investing, I decided to become a financial advisor in 2010 because it gave me an opportunity to develop more personal relationships with clients in helping them reach their financial goals. Today, most of my time is spent meeting with clients to understand what their goals are, using our established process to build personal financial strategies and partnering over time to help keep them on track.

Investing in our community is also very important to me. I serve as the vice president of the Loveland Youth Soccer Association and serve on the board of directors for the Art League of Loveland. In addition to my role as a financial advisor with Edward Jones, I am currently a member our client solutions team, where we focus on helping each branch team deliver an ideal client experience.

My wife, Tawny, and I met while attending the University of Cincinnati. We live in Loveland with our three children, Adela, Lennon and Lucy. In my spare time, I enjoy coaching little league sports for my kids, hiking and traveling.

Our team is dedicated to providing you with the highest level of service possible. Emily Marolo, our senior branch office administrator, has been with Edward Jones since 2019. Please call our office to schedule an appointment or set up a review of your financial strategy.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Active Lifestyle
  • Outdoor Enthusiast
  • Coaching Sports

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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