In 2012, I began working with Edward Jones and have over 24 years of experience working in the financial services industry. My mission is to understand what is important to you and help build tailored solutions and strategies to achieve your financial goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

There are so many questions surrounding the topics of building wealth, retirement and income distribution, social security, wealth protection and college savings. Having a personal relationship with a financial advisor you trust can make a significant difference as we work to make these complex topics easier to understand. With every interaction, I want to add value to the financial life of each of my clients.

My wife, Lynda, and I live in Ludington with our three children, McKoy, Lola and Bo. We are both lifelong residents of the area. We believe in giving back to our community, as our community has given so much to us over the years. For the second year in a row, we are the chairpersons of our local United Way. Our latest business venture has been to purchase the former PM Steamers Restaurant which Lynda will manage, and we renamed as Crown and Cork.

My partner in the office is Senior Branch Office Administrator Christie McDonald, who has been with Edward Jones for 21 years. Christie's knowledge and dedication to serving you with professional and personalized service will provide you with the highest level of an exceptional client experience.

If you would like to learn more about the Edward Jones approach to investing, please contact me to schedule an appointment. Together, we can work toward getting you to where you want to go. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Real Estate
  • Fishing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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