Professionally, I'm a financial advisor with more than 34 years of investment experience. I serve an intentionally limited number of carefully selected clients. I serve them by providing comprehensive investment services, a focus on risk, active portfolio management services, cash-management services, help with budgeting, and guidance for planning for unexpected events in your life.

At our practice, we’re focused on you. 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, became a regional leader in 2007, responsible for 71 financial advisors in Northwest Ohio and extreme lower Michigan, and was named a principal with the firm in 2009.

I am an active member of our community, serving as a trustee on the board of Toledo Children's Hospital. Previously, I served on the board of trustees at Flower Hospital in Sylvania as a member of the Sylvania Community Improvement Corporation, as well as the Sylvania Chamber of Commerce.

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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