I started my career with Edward Jones over 12 years ago and began building my practice in Lake City, MI. After nearly a year, I was offered an opportunity to return home and work in Gaylord, MI. My wife, Liz, and I were raising our young family at the time and hadn't yet moved to Lake City, so it was a perfect fit.
Our community means a great deal to both of us. We both strive to give back significantly with our time, talent and treasure. My wife frequently volunteers in the classrooms of our local schools and also with other organizations and community activities. I have been involved with non-profit boards since 2001 in various areas of interest ranging from conservation to the community foundation, and continue to serve to this day.
We have four children who keep us busy daily, and one of those children currently serves in the Army. As a family, we enjoy all the of the natural resources that reside in our backyard. We love to boat in our freshwater lakes whenever possible, and truly just enjoy the outdoors in all four seasons.
I earned my Bachelor of Business Administration from Northwood University in Midland, MI. I have held numerous leadership positions with our firm relating to training, mentorship and growth initiatives. As a financial advisor, I hold my Series 7 and 66 securities registrations. To be the best that I can be for my clients, I pursue personal development on an annual basis.
Becoming a financial advisor has allowed for me to assist our clients in preparing for some of life's biggest events. It is a truly humbling role to help them achieve what is most important to them and their families. The success of our clients would not be possible without the support and partnership of my branch team. Marissa Wilson joined the team over two years ago and she strives to provide exceptional client experiences. She is also instrumental in the planning and execution of strategies to better serve our clients and improve our practice.
My Personal Interests
- Spending Time with Family
Office Address685 E M 32 Ste 210
Gaylord, MI 49735 opens in a new window