My first exposure to investing came during my freshman year of college when I received a phone call from my father encouraging me to fund a Roth IRA. I soon realized the importance of investing and immersed myself in learning about how investing can be an important tool for saving for retirement – something I was aware of even in those early years.

My desire to share my knowledge of investing has allowed me to serve clients effectively for over 14 years. After graduating from the University of Michigan, I made my way to Charlevoix where I began my career with Edward Jones in 2007. I currently hold the CFP®, Chartered Financial Consultant® and Chartered Life Underwriter® designations after fulfilling extensive education requirements, passing the rigorous standardized national examination process, demonstrating work experience and satisfying ethics requirements.

As an active member of the Charlevoix business and civic community, I currently serve on the Community Healthcare Council of the Munson Healthcare Charlevoix Hospital and am the chair of the Munson Healthcare Foundations board. I remain active and involved in my community because I strongly believe in the importance of supporting local communities and serving others.

My branch team includes an extraordinary branch office administrator in Sarah Polleys. In serving our clients, we strive to understand what’s important to our clients and use an established 5-step process to help make each client feel understood, informed and in control of their financial lives. I enjoy educating clients and helping them make financial decisions while partnering with them as they work toward their financial goals.

Outside of the office, I enjoy traveling and outdoor activities with my wife, Jennifer, and our children, Jacob and Hannah. You might also find me running or biking down one of our beautiful trails in northern Michigan or fetching a tennis ball for our dog, Cash.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Reading
  • Volunteering

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Branch Team

Email Me

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