Ever since I received a stock certificate for my high school graduation, I have had a growing interest and passion for the financial services industry. When my grandfather gave the certificate to me he also passed along these words of wisdom: "While it's important to work hard for your money, it's also important to make sure your money works hard for you." Partnering with clients to help ensure their money is working hard for them is how I look to impact their lives as my grandfather helped to impact mine.

I work together with my clients to understand what is important to them. Once this is determined, I then use an established process to build personalized strategies to help my clients achieve their goals. It is also important to partner with my clients throughout their lives to keep them on track towards the goals we have established.

Starting with Edward Jones in 2012, I have led offices first in North Royalton and now in Port Clinton. Having worked in several unique markets, I am proud to both live and serve clients in the Port Clinton area. My wife and I have two children in the Port Clinton school system and take a great deal of pride in being part of the community.

Living in Ottawa County, my wife and I have gotten involved in several service organizations, including serving on the board of the Port Clinton Rotary Club. Giving back to the community where we live is important.

I received my undergraduate degree from Wittenberg University in 2001, followed by an MBA from Tiffin University. Additionally, I have earned the AAMS® as well as the CRPC® designations.

Helping to assist our clients is my branch office administrator, Christy Leow. Christy is dedicated to providing personalized service for our clients.

My Personal Interests

  • Running
  • Scuba Diving
  • Spending Time with Family

Office Information

Office Address

129 Madison St. Suite C Port Clinton, OH 43452

Office Hours

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

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