I have over 24 years of experience in the financial industry, including investments, strategies, banking, insurance, lending and business management. Our team's deep roots have allowed us to build lasting relationships and truly understand the needs of our neighbors.

We assist individuals and businesses with achieving their financial goals by working together to develop detailed financial strategies. We have found that the process and plan is critical to the success of our clients. By using the Edward Jones 5-step process, we can customize a comprehensive strategy for you. My branch team has a client-centered philosophy that puts your needs first.

My wife, Kristen, and I are lifelong residents of Barry County and currently reside in Middleville. We also support and volunteer for a number of local organizations, including: Barry Community Foundation, Barry County United Way, Green Gables, YMCA of Barry County, Hastings Rotary Club, Leadership Barry County, Thornapple Arts Council and Hastings Summerfest.

We invite you to see if we can be partners in your financial success. We believe you will find our simple yet comprehensive strategies and solutions to be a different experience than you can find elsewhere. Please call or stop by to schedule an appointment.

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Charitable Giving

My Personal Interests

  • Golfing
  • Personal Fitness
  • Reading
  • Spending Time with Family
  • History and Museums

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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