At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I began my Edward Jones career in 1994 as a financial advisor in Suttons Bay, MI. In 1996, I relocated to Grand Ledge, MI. I wanted to become a financial advisor to change people's lives and my over 25 years of experience, I have found my career to be very rewarding.
I earned a bachelor's degree in communications from Michigan State University. I was a member of the varsity baseball team. In 2010, I was awarded the Dick Letts community service award from the Greater Lansing Area Sports Hall of Fame. In addition, I earned the CFP® professional designation in 2011.
My wife, Karen, and I have been married for 30 years. We have two sons, Alexander and Andrew. I enjoy coaching freshman baseball for Grand Ledge High School and have been a member of the Grand Ledge Rotary since 1996. Karen and I also enjoy relaxing at our condominium in Traverse City, MI.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
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