Professionally, I'm a financial advisor with more than 35 years of investment experience. I serve an intentionally limited number of carefully selected clients by using a personalized discovery process focusing on the three primary areas of your life – Liquidity, Lifestyle and Legacy. We then provide comprehensive investment services, with a focus on risk, active portfolio management services, cash-management solutions, help with budgeting and guidance for planning for the unexpected events in your life.

At our practice, we’re focused finding out what is important to you, then together, we develop a strategy and partner with you for positive impact. My team includes Registered Branch Associate Jan Bertz, Financial Advisor Mike Bilik, and Senior Branch Office Associate Mary Pat Weston. Together, this group has an additional 33 years of experience to draw upon to serve your needs.

The firm has thousands of subject-matter experts and advanced technology solutions supporting our office so that we can help you reach your long-term financial goals.

I became a limited partner with Edward Jones in 1994. I have been a regional leader and responsible for 71 financial advisors in Northwest Ohio and extreme lower Michigan.

Personally, I am an active member of our community, having served as a trustee on the board of Toledo Children's Hospital and the board of Flower Hospital in Sylvania, and as a member of the Sylvania Community Improvement Corporation as well as the Sylvania Chamber of Commerce. My wife, Ann, and I live in Sylvania, and have had the pleasure of raising three adult children – Andrew, Ben and Abby. In our free time, we enjoy relaxing at our northern Michigan retreat.

Connect with me on LinkedIn and follow me on Facebook.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast
  • Real Estate
  • Sports Enthusiast

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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