At Edward Jones, "what's important to you" is one of the first questions we ask. Because understanding what that is helps me guide you.

With over 20 years in hotel/resort management, my foundation of top customer service and attention to detail was deeply developed. I joined Edward Jones in 2012, but my story with them begins a few years earlier. As a resort manager at the time, an Edward Jones Conference was scheduled to be held there and I witnessed, first-hand, the culture and sincerity of all the Edward Jones advisors. I began to develop a relationship with one of them and started my own retirement accounts with him. Over the next few years, I could feel how genuinely interested he was in my future. He had asked me what was most important to me!

I feel that I am doing the same for my own clients and have found it has been a key component to helping them succeed.

Outside of the office, I enjoy spending time with my wife, Monica, exploring areas of Michigan and beyond. I am involved in the greater Caro area as I sit on the board of the Caro Chamber of Commerce since 2015.

Monica and I have been married almost 20 years. She has created a hobby farm with raising and utilizing the fleece from our seven Alpacas. We also enjoy our two horses roam our pastures and love to watch our two Border Collies (Moses and Chero) try to herd the alpacas. Monica has an art degree from Calvin College which lends to her vast creativity of the yarn she spins.

Building relationships is key and in my view, being able to meet at a table helps build life-long relationships. We can meet when and where it's convenient for you because I recognize the busy lives we all lead.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Farming
  • Golfing
  • Traveling
  • Health & Nutrition

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

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