I began working with Edward Jones as a financial advisor in 2004. Prior to joining Edward Jones, I served as an officer and aviator in the United States Marine Corps.

Using an established process, I build personalized financial strategies for our clients that are designed to achieve their unique goals. I take the time to get to know our clients on a personal level and construct measurable objectives tailored to your circumstances. Once the strategies are implemented, our team partners with our clients for life, informing them of any developments and keeping them on track. In order to provide a comprehensive service, we regularly collaborate with your CPA, attorney and other trusted professionals.

Our team is proud to serve a wide variety of clients, in many different states, whose goals range from growing wealth, to saving for education expenses, to planning and living a successful retirement. We regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of our clients are also small business owners with whom we create strategies for business succession, business retirement plans, asset growth and tax reduction.

I love helping our clients achieve their financial hopes and dreams. Many of our clients have become dear friends. To me, seeing the emotion in our clients when they reach their goals makes my job immensely rewarding.

My wife, Jennifer, and I reside in Canadian Lakes with our two children, Canyon, and Grace. We are both active in the community and strongly believe in giving back. I currently serve on the finance committee at St. Michael's Church. I am a past board member of the Spectrum Health and Habitat for Humanity.

Our team consists of Elizabeth Gill, Tracey Bowen, Robyn Stratton and Jane Torry. They are dedicated to providing clients with the highest level of service possible.

Please don't hesitate to call on us with any questions or concerns you may have.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies

My Personal Interests

  • Aviation
  • Fishing
  • Golfing
  • Snowboarding
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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