As a financial advisor with Edward Jones over the past 20 years, I have had the privilege to work with and partner with hundreds of families and small businesses to help them develop specific strategies to realize their most important financial, family and personal goals. The opportunity to work so closely with so many wonderful clients has been among the most enjoyable and gratifying experiences of my life.

My business partner and branch office administrator over the past ten years, Joan Peterson, along with my son, Wyatt Thorp, who has been with Edward Jones since 2017, work with me to make sure we provide the most complete and personal experience for every client we serve. We are committed to understanding each person we work with in the most individual way, and then crafting a strategy to help them reach the financial goals that are most important to them.

Being married for 44 years and the father of four sons has provided me a wealth of experience in some of the most practical areas of finance. Planning for and paying for the college education of my boys. Saving for and investing for our own retirement during chapters of our life where there was little to save with. Managing unexpected medical situations and the costs that go with them. Planning for and being prepared for the unexpected expenses in life, which inevitably happen. And as I approach the more senior years of my life, navigating the myriad decisions associated with Social Security and Medicare. All of this has made me a better advisor, as I have worked with so many to guide them through similar events in their lives.

But there is so much more behind just the three of us in our office. We are supported by one of the most experienced, respected and trusted financial services firms in the country, serving nearly 7 million individual investors with assets under care in excess of 1 trillion dollars.

We are currently accepting new clients and look forward to meeting you.

Office Information

Mailing Address

P O Box 41670 Centerville, OH 45441

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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